CABOT WEALTH MANAGEMENT INC IEI Holdings History
CABOT WEALTH MANAGEMENT INC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, CABOT WEALTH MANAGEMENT INC held 251,278.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $29.68 Mil. This investment constitutes 3.78% of their stock portfolio, and CABOT WEALTH MANAGEMENT INC now holds 0.18% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2022Q1. And since then CABOT WEALTH MANAGEMENT INC has made 13 purchases of IEI, at an average price of $116.42, for a total of 251,278.00 shares. Based on historical transaction data and IEI's current price of $118.13, CABOT WEALTH MANAGEMENT INC's estimated gain on his IEI holdings is $430,377.82, reflecting a 1.47% gain to date.
CABOT WEALTH MANAGEMENT INC IEI ($118.13) Holding Chart
CABOT WEALTH MANAGEMENT INC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
