CFO4Life Group, LLC IEI Holdings History

Number of Shares
75,699.00
Current Holdings Value*
$8.94 Mil
% of Portfolio
1.51%
Total Estimate Gain
$473,684.30
% of Total Estimate Gain
2.54%

CFO4Life Group, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, CFO4Life Group, LLC held 75,699.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $8.94 Mil. This investment constitutes 1.51% of their stock portfolio, and CFO4Life Group, LLC now holds 0.05% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2023Q4. And since then CFO4Life Group, LLC has made 3 purchases of IEI, at an average price of $114.31, for a total of 163,295.00 shares. In addition, there have been 3 sales at an average price of $116.42 for 87,596.00 shares. Based on historical transaction data and IEI's current price of $118.13, CFO4Life Group, LLC's estimated gain on his IEI holdings is $473,684.30, reflecting a 2.54% gain to date.

CFO4Life Group, LLC IEI ($118.13) Holding Chart

CFO4Life Group, 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 %

Top Ranked Articles

  • 1