4J Wealth Management LLC IEI Holdings History
4J Wealth Management LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, 4J Wealth Management LLC held 34,414.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $4.07 Mil. This investment constitutes 3.21% of their stock portfolio, and 4J Wealth Management LLC now holds 0.02% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2024Q4. And since then 4J Wealth Management LLC has made 2 purchases of IEI, at an average price of $116.65, for a total of 34,414.00 shares. Based on historical transaction data and IEI's current price of $118.13, 4J Wealth Management LLC's estimated gain on his IEI holdings is $50,778.82, reflecting a 1.26% gain to date.
4J Wealth Management LLC IEI ($118.13) Holding Chart
4J Wealth Management LLC IEI ($118.13) 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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