Number of Shares
19,256.00
Current Holdings Value*
$985,520.00
% of Portfolio
0.35%
Total Estimate Gain
$-12,892.96
% of Total Estimate Gain
-0.98%

Pines Wealth Management, LLC's iShares U.S. Credit Bond ETF Holding Summary

As of 2025-06-30, Pines Wealth Management, LLC held 19,256.00 shares of iShares U.S. Credit Bond ETF(USIG), totaling $985,520.00. This investment constitutes 0.35% of their stock portfolio, and Pines Wealth Management, LLC now holds 0.01% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.

The initial trade took place in 2024Q4. And since then Pines Wealth Management, LLC has made 1 purchases of USIG, at an average price of $51.19, for a total of 25,574.00 shares. In addition, there have been 1 sales at an average price of $50.55 for 6,318.00 shares. Based on historical transaction data and USIG's current price of $50.73, Pines Wealth Management, LLC's estimated gain on his USIG holdings is $-12,892.96, reflecting a -0.98% gain to date.

Pines Wealth Management, LLC USIG ($50.73) Holding Chart

Pines Wealth Management, 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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