Wealth Forward, LLC HYG Holdings History
Wealth Forward, LLC's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 67,635.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $5.34 Mil. This investment constitutes 3.8% of their stock portfolio, and Wealth Forward, LLC now holds 0.04% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 4 purchases of HYG, at an average price of $74.95, for a total of 68,795.00 shares. In addition, there have been 1 sales at an average price of $78.67 for 1,160.00 shares. Based on historical transaction data and HYG's current price of $80.42, Wealth Forward, LLC's estimated gain on his HYG holdings is $373,859.11, reflecting a 7.25% gain to date.
Wealth Forward, LLC HYG ($80.42) Holding Chart
Wealth Forward, LLC HYG ($80.42) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
