Number of Shares
212,570.00
Current Holdings Value*
$10.86 Mil
% of Portfolio
1.69%
Total Estimate Gain
$80,642.31
% of Total Estimate Gain
0.63%

Premier Path Wealth Partners, LLC's iShares U.S. Credit Bond ETF Holding Summary

As of 2025-03-31, Premier Path Wealth Partners, LLC held 212,570.00 shares of iShares U.S. Credit Bond ETF(USIG), totaling $10.86 Mil. This investment constitutes 1.69% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0.08% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.

The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 3 purchases of USIG, at an average price of $50.68, for a total of 250,847.00 shares. In addition, there have been 2 sales at an average price of $50.07 for 38,277.00 shares. Based on historical transaction data and USIG's current price of $51.17, Premier Path Wealth Partners, LLC's estimated gain on his USIG holdings is $80,642.31, reflecting a 0.63% gain to date.

Premier Path Wealth Partners, LLC USIG ($51.17) Holding Chart

Premier Path Wealth Partners, LLC USIG ($51.17) 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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