Ratio Wealth Group USIG Holdings History
Ratio Wealth Group's iShares U.S. Credit Bond ETF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 405,969.00 shares of iShares U.S. Credit Bond ETF(USIG), totaling $20.61 Mil. This investment constitutes 3.84% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.
The initial trade took place in 2020Q4. And since then Ratio Wealth Group has made 8 purchases of USIG, at an average price of $51.72, for a total of 532,728.00 shares. In addition, there have been 3 sales at an average price of $55.20 for 126,759.00 shares. Based on historical transaction data and USIG's current price of $50.98, Ratio Wealth Group's estimated gain on his USIG holdings is $141,785.59, reflecting a 0.51% gain to date.
Ratio Wealth Group USIG ($50.98) Holding Chart
Ratio Wealth Group USIG ($50.98) 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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