Number of Shares
518,878.00
Current Holdings Value*
$24.39 Mil
% of Portfolio
0.79%
Total Estimate Gain
$-529,255.56
% of Total Estimate Gain
-2.15%

IHT Wealth Management, LLC's iShares High Yield Systematic Bond ETF Holding Summary

As of 2024-12-31, IHT Wealth Management, LLC held 518,878.00 shares of iShares High Yield Systematic Bond ETF(HYDB), totaling $24.39 Mil. This investment constitutes 0.79% of their stock portfolio, and IHT Wealth Management, LLC now holds 2% of the outstanding iShares High Yield Systematic Bond ETF(HYDB) stock.

The initial trade took place in 2024Q4. And since then IHT Wealth Management, LLC has made 1 purchases of HYDB, at an average price of $47.48, for a total of 518,878.00 shares. Based on historical transaction data and HYDB's current price of $46.46, IHT Wealth Management, LLC's estimated gain on his HYDB holdings is $-529,255.56, reflecting a -2.15% gain to date.

IHT Wealth Management, LLC HYDB ($46.46) Holding Chart

IHT Wealth Management, LLC HYDB ($46.46) 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