DeGreen Capital Management LLC IEI Holdings History
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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