CSM Advisors, LLC IEI Holdings History

Number of Shares
453,400.00
Current Holdings Value*
$53.56 Mil
% of Portfolio
3.18%
Total Estimate Gain
$269,773.00
% of Total Estimate Gain
0.34%

CSM Advisors, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, CSM Advisors, LLC held 453,400.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $53.56 Mil. This investment constitutes 3.18% of their stock portfolio, and CSM Advisors, LLC now holds 0.33% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2024Q3. And since then CSM Advisors, LLC has made 2 purchases of IEI, at an average price of $117.17, for a total of 680,100.00 shares. In addition, there have been 1 sales at an average price of $116.45 for 226,700.00 shares. Based on historical transaction data and IEI's current price of $118.13, CSM Advisors, LLC's estimated gain on his IEI holdings is $269,773.00, reflecting a 0.34% gain to date.

CSM Advisors, LLC IEI ($118.13) Holding Chart

CSM Advisors, 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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