EVERGREEN CAPITAL MANAGEMENT LLC IEI Holdings History
EVERGREEN CAPITAL MANAGEMENT LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, EVERGREEN CAPITAL MANAGEMENT LLC held 535,161.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $63.22 Mil. This investment constitutes 2.12% of their stock portfolio, and EVERGREEN CAPITAL MANAGEMENT LLC now holds 0.39% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2020Q2. And since then EVERGREEN CAPITAL MANAGEMENT LLC has made 10 purchases of IEI, at an average price of $117.35, for a total of 593,654.00 shares. In addition, there have been 4 sales at an average price of $115.73 for 58,493.00 shares. Based on historical transaction data and IEI's current price of $118.53, EVERGREEN CAPITAL MANAGEMENT LLC's estimated gain on his IEI holdings is $533,716.42, reflecting a 0.77% gain to date.
EVERGREEN CAPITAL MANAGEMENT LLC IEI ($118.53) Holding Chart
EVERGREEN CAPITAL MANAGEMENT LLC IEI ($118.53) 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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