Number of Shares
23,620.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
4.99%
Total Estimate Gain
$-108,487.57
% of Total Estimate Gain
-2.19%

Danda Trouve Investment Management, Inc.'s iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2022-09-30, Danda Trouve Investment Management, Inc. held 23,620.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $2.70 Mil. This investment constitutes 4.99% of their stock portfolio, and Danda Trouve Investment Management, Inc. now holds 0.02% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2019Q4. And since then Danda Trouve Investment Management, Inc. has made 6 purchases of IEI, at an average price of $125.61, for a total of 39,471.00 shares. In addition, there have been 5 sales at an average price of $129.91 for 15,851.00 shares. Based on historical transaction data and IEI's current price of $118.13, Danda Trouve Investment Management, Inc.'s estimated gain on his IEI holdings is $-108,487.57, reflecting a -2.19% gain to date.

Danda Trouve Investment Management, Inc. IEI ($118.13) Holding Chart

Danda Trouve Investment Management, Inc. 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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