KerberRose Wealth Management, LLC USIG Holdings History
Number of Shares
50,496.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
2.1%
Total Estimate Gain
$-49,991.04
% of Total Estimate Gain
-1.91%
KerberRose Wealth Management, LLC's iShares U.S. Credit Bond ETF Holding Summary
As of 2022-06-30, KerberRose Wealth Management, LLC held 50,496.00 shares of iShares U.S. Credit Bond ETF(USIG), totaling $2.57 Mil. This investment constitutes 2.1% of their stock portfolio, and KerberRose Wealth Management, LLC now holds 0.04% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and USIG's current price of $50.88, KerberRose Wealth Management, LLC's estimated gain on his USIG holdings is $-49,991.04, reflecting a -1.91% gain to date.
KerberRose Wealth Management, LLC USIG ($50.88) Holding Chart
KerberRose Wealth Management, LLC USIG ($50.88) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers