Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-310,684.00
% of Total Estimate Gain
-2.21%

FundX Flexible Income Fund's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2023-09-30, FundX Investment Trust held - shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling N/A. This investment constitutes 0% of their stock portfolio, and FundX Investment Trust now holds 0% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2023Q1. And since then FundX Flexible Income Fund has made 2 purchases of BIV, at an average price of $75.64, for a total of 186,200.00 shares. In addition, there have been 1 sales at an average price of $73.97 for 186,200.00 shares. Based on historical transaction data and BIV's current price of $76.41, FundX Flexible Income Fund's estimated gain on his BIV holdings is $-310,684.00, reflecting a -2.21% gain to date.

FundX Flexible Income Fund BIV ($76.41) Holding Chart

FundX Flexible Income Fund BIV ($76.41) 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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