Number of Shares
350,100.00
Current Holdings Value*
$17.59 Mil
% of Portfolio
13.75%
Total Estimate Gain
$-177,318.00
% of Total Estimate Gain
-0.55%

Advisors Capital Tactical Fixed Income Fund's iShares 10 Year Investment Grade Corporate Bond ETF Holding Summary

As of 2025-03-31, NEIMAN FUNDS held 350,100.00 shares of iShares 10 Year Investment Grade Corporate Bond ETF(IGLB), totaling $17.59 Mil. This investment constitutes 13.75% of their stock portfolio, and NEIMAN FUNDS now holds 0.74% of the outstanding iShares 10 Year Investment Grade Corporate Bond ETF(IGLB) stock.

The initial trade took place in 2024Q1. And since then Advisors Capital Tactical Fixed Income Fund has made 4 purchases of IGLB, at an average price of $50.73, for a total of 636,500.00 shares. In addition, there have been 1 sales at an average price of $51.28 for 286,400.00 shares. Based on historical transaction data and IGLB's current price of $49.77, Advisors Capital Tactical Fixed Income Fund's estimated gain on his IGLB holdings is $-177,318.00, reflecting a -0.55% gain to date.

Advisors Capital Tactical Fixed Income Fund IGLB ($49.77) Holding Chart

Advisors Capital Tactical Fixed Income Fund IGLB ($49.77) 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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