TPB WEALTH ADVISORS HYG Holdings History
TPB WEALTH ADVISORS's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary
As of 2023-03-31, TPB WEALTH ADVISORS held 96,551.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $7.29 Mil. This investment constitutes 3.97% of their stock portfolio, and TPB WEALTH ADVISORS now holds 0.05% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.
The initial trade took place in 2020Q4. And since then TPB WEALTH ADVISORS has made 3 purchases of HYG, at an average price of $75.43, for a total of 111,725.00 shares. In addition, there have been 4 sales at an average price of $79.63 for 15,174.00 shares. Based on historical transaction data and HYG's current price of $80.37, TPB WEALTH ADVISORS's estimated gain on his HYG holdings is $540,943.38, reflecting a 6.42% gain to date.
TPB WEALTH ADVISORS HYG ($80.37) Holding Chart
TPB WEALTH ADVISORS HYG ($80.37) 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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