Summit Financial Consulting LLC HYG Holdings History
Summit Financial Consulting LLC's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 5,993.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $483,340.00. This investment constitutes 0.43% of their stock portfolio, and Summit Financial Consulting LLC now holds 0% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $78.79 for 224,178.00 shares. Based on historical transaction data and HYG's current price of $80.52, Summit Financial Consulting LLC's estimated gain on his HYG holdings is $-123,161.25, reflecting a -0.67% gain to date.
Summit Financial Consulting LLC HYG ($80.52) Holding Chart
Summit Financial Consulting LLC HYG ($80.52) 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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