Anderson Financial Strategies, LLC IEI Holdings History
Anderson Financial Strategies, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Anderson Financial Strategies, LLC held 68.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $8,030.00. This investment constitutes 0% of their stock portfolio, and Anderson Financial Strategies, LLC now holds 0% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $116.45 for 54,834.00 shares. Based on historical transaction data and IEI's current price of $117.93, Anderson Financial Strategies, LLC's estimated gain on his IEI holdings is $-11,977.80, reflecting a -0.19% gain to date.
Anderson Financial Strategies, LLC IEI ($117.93) Holding Chart
Anderson Financial Strategies, LLC IEI ($117.93) 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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