Clearstead Advisors, LLC IEI Holdings History
Clearstead Advisors, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 231,983.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $27.41 Mil. This investment constitutes 0.43% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.17% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2018Q2. And since then Clearstead Advisors, LLC has made 9 purchases of IEI, at an average price of $116.29, for a total of 242,638.00 shares. In addition, there have been 8 sales at an average price of $120.59 for 10,655.00 shares. Based on historical transaction data and IEI's current price of $118.53, Clearstead Advisors, LLC's estimated gain on his IEI holdings is $566,005.03, reflecting a 2.01% gain to date.
Clearstead Advisors, LLC IEI ($118.53) Holding Chart
Clearstead Advisors, 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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