Bright Futures Wealth Management, LLC. IEI Holdings History
Bright Futures Wealth Management, LLC.'s iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Bright Futures Wealth Management, LLC. held 26,990.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $3.18 Mil. This investment constitutes 3.49% of their stock portfolio, and Bright Futures 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 2024Q1. And since then Bright Futures Wealth Management, LLC. has made 2 purchases of IEI, at an average price of $116.18, for a total of 37,335.00 shares. In addition, there have been 2 sales at an average price of $116.60 for 10,345.00 shares. Based on historical transaction data and IEI's current price of $118.13, Bright Futures Wealth Management, LLC.'s estimated gain on his IEI holdings is $56,863.61, reflecting a 1.31% gain to date.
Bright Futures Wealth Management, LLC. IEI ($118.13) Holding Chart
Bright Futures 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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