Darwin Wealth Management, LLC IEI Holdings History
Darwin Wealth Management, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2024-09-30, Darwin Wealth Management, LLC held 56,777.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $6.79 Mil. This investment constitutes 1.87% of their stock portfolio, and Darwin Wealth Management, LLC now holds 0.05% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2020Q1. And since then Darwin Wealth Management, LLC has made 2 purchases of IEI, at an average price of $118.20, for a total of 56,896.00 shares. In addition, there have been 1 sales at an average price of $133.05 for 119.00 shares. Based on historical transaction data and IEI's current price of $118.13, Darwin Wealth Management, LLC's estimated gain on his IEI holdings is $-2,299.78, reflecting a -0.03% gain to date.
Darwin Wealth Management, LLC IEI ($118.13) Holding Chart
Darwin Wealth Management, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
