Trivant Custom Portfolio Group, LLC USIG Holdings History
Trivant Custom Portfolio Group, LLC's iShares U.S. Credit Bond ETF Holding Summary
As of 2025-03-31, Trivant Custom Portfolio Group, LLC held 175,203.00 shares of iShares U.S. Credit Bond ETF(USIG), totaling $8.95 Mil. This investment constitutes 5.31% of their stock portfolio, and Trivant Custom Portfolio Group, LLC now holds 0.07% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.
The initial trade took place in 2023Q1. And since then Trivant Custom Portfolio Group, LLC has made 7 purchases of USIG, at an average price of $50.67, for a total of 175,327.00 shares. In addition, there have been 1 sales at an average price of $49.87 for 124.00 shares. Based on historical transaction data and USIG's current price of $50.87, Trivant Custom Portfolio Group, LLC's estimated gain on his USIG holdings is $34,247.99, reflecting a 0.39% gain to date.
Trivant Custom Portfolio Group, LLC USIG ($50.87) Holding Chart
Trivant Custom Portfolio Group, LLC USIG ($50.87) 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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