Number of Shares
254,100.00
Current Holdings Value*
$12.98 Mil
% of Portfolio
10.15%
Total Estimate Gain
$44,040.96
% of Total Estimate Gain
0.28%

Advisors Capital Tactical Fixed Income Fund's iShares U.S. Credit Bond ETF Holding Summary

As of 2025-03-31, NEIMAN FUNDS held 254,100.00 shares of iShares U.S. Credit Bond ETF(USIG), totaling $12.98 Mil. This investment constitutes 10.15% of their stock portfolio, and NEIMAN FUNDS now holds 0.09% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.

The initial trade took place in 2021Q1. And since then Advisors Capital Tactical Fixed Income Fund has made 6 purchases of USIG, at an average price of $50.92, for a total of 304,200.00 shares. In addition, there have been 1 sales at an average price of $50.66 for 50,100.00 shares. Based on historical transaction data and USIG's current price of $51.15, Advisors Capital Tactical Fixed Income Fund's estimated gain on his USIG holdings is $44,040.96, reflecting a 0.28% gain to date.

Advisors Capital Tactical Fixed Income Fund USIG ($51.15) Holding Chart

Advisors Capital Tactical Fixed Income Fund USIG ($51.15) 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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