Number of Shares
294,117.00
Current Holdings Value*
$15.02 Mil
% of Portfolio
9.19%
Total Estimate Gain
$458,609.81
% of Total Estimate Gain
2.93%

Cosner Financial Group, LLC's iShares U.S. Credit Bond ETF Holding Summary

As of 2025-03-31, Cosner Financial Group, LLC held 294,117.00 shares of iShares U.S. Credit Bond ETF(USIG), totaling $15.02 Mil. This investment constitutes 9.19% of their stock portfolio, and Cosner Financial Group, LLC now holds 0.11% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.

The initial trade took place in 2023Q3. And since then Cosner Financial Group, LLC has made 5 purchases of USIG, at an average price of $49.64, for a total of 315,690.00 shares. In addition, there have been 2 sales at an average price of $49.96 for 21,573.00 shares. Based on historical transaction data and USIG's current price of $51.18, Cosner Financial Group, LLC's estimated gain on his USIG holdings is $458,609.81, reflecting a 2.93% gain to date.

Cosner Financial Group, LLC USIG ($51.18) Holding Chart

Cosner Financial Group, LLC USIG ($51.18) 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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