Number of Shares
145,491.00
Current Holdings Value*
$18.94 Mil
% of Portfolio
6.28%
Total Estimate Gain
$-1.88 Mil
% of Total Estimate Gain
-9.88%

DeGreen Capital Management LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2021-09-30, DeGreen Capital Management LLC held 145,491.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $18.94 Mil. This investment constitutes 6.28% of their stock portfolio, and DeGreen Capital Management LLC now holds 0.18% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2021Q1. And since then DeGreen Capital Management LLC has made 3 purchases of IEI, at an average price of $130.80, for a total of 145,491.00 shares. Based on historical transaction data and IEI's current price of $117.87, DeGreen Capital Management LLC's estimated gain on his IEI holdings is $-1.88 Mil, reflecting a -9.88% gain to date.

DeGreen Capital Management LLC IEI ($117.87) Holding Chart

DeGreen Capital Management LLC IEI ($117.87) 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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