SWEENEY & MICHEL, LLC SHYG Holdings History
SWEENEY & MICHEL, LLC's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary
As of 2025-06-30, SWEENEY & MICHEL, LLC held 287,658.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $12.31 Mil. This investment constitutes 4.37% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0.19% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.
The initial trade took place in 2023Q1. And since then SWEENEY & MICHEL, LLC has made 7 purchases of SHYG, at an average price of $41.21, for a total of 287,658.00 shares. Based on historical transaction data and SHYG's current price of $43.05, SWEENEY & MICHEL, LLC's estimated gain on his SHYG holdings is $527,950.88, reflecting a 4.45% gain to date.
SWEENEY & MICHEL, LLC SHYG ($43.05) Holding Chart
SWEENEY & MICHEL, LLC SHYG ($43.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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