Number of Shares
822.00
Current Holdings Value*
$97,140.00
% of Portfolio
0.01%
Total Estimate Gain
$-54,675.45
% of Total Estimate Gain
-0.19%

FAS Wealth Partners, Inc.'s iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, FAS Wealth Partners, Inc. held 822.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $97,140.00. This investment constitutes 0.01% of their stock portfolio, and FAS Wealth Partners, Inc. now holds 0% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2021Q3. And since then FAS Wealth Partners, Inc. has made 3 purchases of IEI, at an average price of $116.67, for a total of 250,681.00 shares. In addition, there have been 3 sales at an average price of $116.45 for 249,859.00 shares. Based on historical transaction data and IEI's current price of $117.95, FAS Wealth Partners, Inc.'s estimated gain on his IEI holdings is $-54,675.45, reflecting a -0.19% gain to date.

FAS Wealth Partners, Inc. IEI ($117.95) Holding Chart

FAS Wealth Partners, Inc. IEI ($117.95) 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