IVC Wealth Advisors LLC USIG Holdings History
IVC Wealth Advisors LLC's iShares U.S. Credit Bond ETF Holding Summary
As of 2025-06-30, IVC Wealth Advisors LLC held 136,590.00 shares of iShares U.S. Credit Bond ETF(USIG), totaling $7.03 Mil. This investment constitutes 3.43% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.05% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.
The initial trade took place in 2020Q4. And since then IVC Wealth Advisors LLC has made 14 purchases of USIG, at an average price of $53.50, for a total of 141,084.00 shares. In addition, there have been 4 sales at an average price of $49.13 for 4,494.00 shares. Based on historical transaction data and USIG's current price of $51.10, IVC Wealth Advisors LLC's estimated gain on his USIG holdings is $-347,263.45, reflecting a -4.60% gain to date.
IVC Wealth Advisors LLC USIG ($51.10) Holding Chart
IVC Wealth Advisors LLC USIG ($51.10) 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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