Number of Shares
655,571.00
Current Holdings Value*
$27.89 Mil
% of Portfolio
0.78%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
1.13%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary

As of 2024-03-31, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 655,571.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $27.89 Mil. This investment constitutes 0.78% of their stock portfolio, and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC now holds -% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.

The initial trade took place in 2018Q3. And since then WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC has made 8 purchases of SHYG, at an average price of $42.21, for a total of 3.29 Mil shares. In addition, there have been 6 sales at an average price of $42.63 for 2.63 Mil shares. Based on historical transaction data and SHYG's current price of $42.94, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's estimated gain on his SHYG holdings is $1.57 Mil, reflecting a 1.13% gain to date.

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC SHYG ($42.94) Holding Chart

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC SHYG ($42.94) 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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