Unique Wealth Strategies, LLC HYDB Holdings History
Number of Shares
3,271.00
Current Holdings Value*
$152,820.00
% of Portfolio
0.07%
Total Estimate Gain
$3,172.87
% of Total Estimate Gain
2.10%
Unique Wealth Strategies, LLC's iShares High Yield Systematic Bond ETF Holding Summary
As of 2024-06-30, Unique Wealth Strategies, LLC held 3,271.00 shares of iShares High Yield Systematic Bond ETF(HYDB), totaling $152,820.00. This investment constitutes 0.07% of their stock portfolio, and Unique Wealth Strategies, LLC now holds -% of the outstanding iShares High Yield Systematic Bond ETF(HYDB) stock.
The initial trade took place in 2024Q2. And since then Unique Wealth Strategies, LLC has made 1 purchases of HYDB, at an average price of $46.28, for a total of 3,271.00 shares. Based on historical transaction data and HYDB's current price of $47.25, Unique Wealth Strategies, LLC's estimated gain on his HYDB holdings is $3,172.87, reflecting a 2.10% gain to date.
Unique Wealth Strategies, LLC HYDB ($47.25) Holding Chart
Unique Wealth Strategies, LLC HYDB ($47.25) 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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