Number of Shares
24,828.00
Current Holdings Value*
$2.93 Mil
% of Portfolio
1.62%
Total Estimate Gain
$21,666.02
% of Total Estimate Gain
0.74%

Cascades Capital Asset Management, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Cascades Capital Asset Management, LLC held 24,828.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $2.93 Mil. This investment constitutes 1.62% of their stock portfolio, and Cascades Capital Asset Management, LLC now holds 0.02% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2024Q3. And since then Cascades Capital Asset Management, LLC has made 2 purchases of IEI, at an average price of $117.66, for a total of 24,828.00 shares. Based on historical transaction data and IEI's current price of $118.53, Cascades Capital Asset Management, LLC's estimated gain on his IEI holdings is $21,666.02, reflecting a 0.74% gain to date.

Cascades Capital Asset Management, LLC IEI ($118.53) Holding Chart

Cascades Capital Asset Management, LLC IEI ($118.53) 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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