Stone Summit Wealth LLC HYG Holdings History
Stone Summit Wealth LLC's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Stone Summit Wealth LLC held 22,578.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $1.82 Mil. This investment constitutes 0.56% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.01% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.
The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 10 purchases of HYG, at an average price of $76.93, for a total of 30,932.00 shares. In addition, there have been 5 sales at an average price of $77.66 for 8,354.00 shares. Based on historical transaction data and HYG's current price of $80.14, Stone Summit Wealth LLC's estimated gain on his HYG holdings is $78,515.20, reflecting a 3.30% gain to date.
Stone Summit Wealth LLC HYG ($80.14) Holding Chart
Stone Summit Wealth LLC HYG ($80.14) 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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