Long Run Wealth Advisors, LLC USIG Holdings History
Long Run Wealth Advisors, LLC's iShares U.S. Credit Bond ETF Holding Summary
As of 2025-03-31, Long Run Wealth Advisors, LLC held 1.03 Mil shares of iShares U.S. Credit Bond ETF(USIG), totaling $52.74 Mil. This investment constitutes 11.96% of their stock portfolio, and Long Run Wealth Advisors, LLC now holds 0.41% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.
The initial trade took place in 2022Q3. And since then Long Run Wealth Advisors, LLC has made 12 purchases of USIG, at an average price of $50.15, for a total of 1.03 Mil shares. Based on historical transaction data and USIG's current price of $50.73, Long Run Wealth Advisors, LLC's estimated gain on his USIG holdings is $593,912.79, reflecting a 1.15% gain to date.
Long Run Wealth Advisors, LLC USIG ($50.73) Holding Chart
Long Run Wealth Advisors, 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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