Sensible Financial Planning & Management, LLC. USIG Holdings History
Sensible Financial Planning & Management, LLC.'s iShares U.S. Credit Bond ETF Holding Summary
As of 2025-03-31, Sensible Financial Planning & Management, LLC. held 1.42 Mil shares of iShares U.S. Credit Bond ETF(USIG), totaling $72.57 Mil. This investment constitutes 14.48% of their stock portfolio, and Sensible Financial Planning & Management, LLC. now holds 0.57% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.
The initial trade took place in 2022Q1. And since then Sensible Financial Planning & Management, LLC. has made 11 purchases of USIG, at an average price of $53.21, for a total of 1.47 Mil shares. In addition, there have been 2 sales at an average price of $48.62 for 45,090.00 shares. Based on historical transaction data and USIG's current price of $51.18, Sensible Financial Planning & Management, LLC.'s estimated gain on his USIG holdings is $-3.09 Mil, reflecting a -3.96% gain to date.
Sensible Financial Planning & Management, LLC. USIG ($51.18) Holding Chart
Sensible Financial Planning & Management, LLC. USIG ($51.18) 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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