Erickson Financial Group, LLC USIG Holdings History
Erickson Financial Group, LLC's iShares U.S. Credit Bond ETF Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 87,457.00 shares of iShares U.S. Credit Bond ETF(USIG), totaling $4.47 Mil. This investment constitutes 3.33% of their stock portfolio, and Erickson Financial Group, LLC now holds 0.03% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.
The initial trade took place in 2022Q4. And since then Erickson Financial Group, LLC has made 10 purchases of USIG, at an average price of $49.10, for a total of 87,457.00 shares. Based on historical transaction data and USIG's current price of $50.73, Erickson Financial Group, LLC's estimated gain on his USIG holdings is $142,826.21, reflecting a 3.33% gain to date.
Erickson Financial Group, LLC USIG ($50.73) Holding Chart
Erickson Financial Group, LLC USIG ($50.73) 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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