FundX Flexible Income Fund USIG Holdings History
FundX Flexible Income Fund's iShares U.S. Credit Bond ETF Holding Summary
As of 2023-09-30, FundX Investment Trust held 265,900.00 shares of iShares U.S. Credit Bond ETF(USIG), totaling $12.78 Mil. This investment constitutes 21.81% of their stock portfolio, and FundX Investment Trust now holds 0.15% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.
The initial trade took place in 2023Q1. And since then FundX Flexible Income Fund has made 2 purchases of USIG, at an average price of $49.89, for a total of 274,300.00 shares. In addition, there have been 1 sales at an average price of $49.20 for 8,400.00 shares. Based on historical transaction data and USIG's current price of $50.73, FundX Flexible Income Fund's estimated gain on his USIG holdings is $216,656.00, reflecting a 1.58% gain to date.
FundX Flexible Income Fund USIG ($50.73) Holding Chart
FundX Flexible Income Fund 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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