DDFG, Inc IEI Holdings History

Number of Shares
332,532.00
Current Holdings Value*
$39.28 Mil
% of Portfolio
10.89%
Total Estimate Gain
$668,393.65
% of Total Estimate Gain
1.67%

DDFG, Inc's iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, DDFG, Inc held 332,532.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $39.28 Mil. This investment constitutes 10.89% of their stock portfolio, and DDFG, Inc now holds 0.24% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2023Q1. And since then DDFG, Inc has made 8 purchases of IEI, at an average price of $116.18, for a total of 344,751.00 shares. In addition, there have been 1 sales at an average price of $116.45 for 12,219.00 shares. Based on historical transaction data and IEI's current price of $118.18, DDFG, Inc's estimated gain on his IEI holdings is $668,393.65, reflecting a 1.67% gain to date.

DDFG, Inc IEI ($118.18) Holding Chart

DDFG, Inc IEI ($118.18) 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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