Number of Shares
104,497.00
Current Holdings Value*
$12.33 Mil
% of Portfolio
4.94%
Total Estimate Gain
$442,129.10
% of Total Estimate Gain
2.59%

Eley Financial Management, Inc's iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Eley Financial Management, Inc held 104,497.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $12.33 Mil. This investment constitutes 4.94% of their stock portfolio, and Eley Financial Management, Inc now holds 0.08% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2022Q4. And since then Eley Financial Management, Inc has made 6 purchases of IEI, at an average price of $113.97, for a total of 149,910.00 shares. In addition, there have been 2 sales at an average price of $114.12 for 45,413.00 shares. Based on historical transaction data and IEI's current price of $118.13, Eley Financial Management, Inc's estimated gain on his IEI holdings is $442,129.10, reflecting a 2.59% gain to date.

Eley Financial Management, Inc IEI ($118.13) Holding Chart

Eley Financial 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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