Number of Shares
174,832.00
Current Holdings Value*
$20.65 Mil
% of Portfolio
1.09%
Total Estimate Gain
$-378,976.38
% of Total Estimate Gain
-1.17%

Checchi Capital Advisers, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Checchi Capital Advisers, LLC held 174,832.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $20.65 Mil. This investment constitutes 1.09% of their stock portfolio, and Checchi Capital Advisers, LLC now holds 0.13% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2017Q1. And since then Checchi Capital Advisers, LLC has made 22 purchases of IEI, at an average price of $119.31, for a total of 270,670.00 shares. In addition, there have been 7 sales at an average price of $117.84 for 95,838.00 shares. Based on historical transaction data and IEI's current price of $117.95, Checchi Capital Advisers, LLC's estimated gain on his IEI holdings is $-378,976.38, reflecting a -1.17% gain to date.

Checchi Capital Advisers, LLC IEI ($117.95) Holding Chart

Checchi Capital Advisers, LLC IEI ($117.95) 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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