Fortune Financial Advisors, LLC IEI Holdings History

Number of Shares

26,368.00

$3.14 Mil

% of Portfolio

2.53%

Total Estimate Gain

$44,148.70

% of Total Estimate Gain

1.43%

Fortune Financial Advisors, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Fortune Financial Advisors, LLC held 26,368.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $3.14 Mil. This investment constitutes 2.53% of their stock portfolio, and Fortune Financial Advisors, LLC now holds 0.02% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2023Q2. And since then Fortune Financial Advisors, LLC has made 7 purchases of IEI, at an average price of $116.46, for a total of 26,427.00 shares. In addition, there have been 1 sales at an average price of $116.45 for 59.00 shares. Based on historical transaction data and IEI's current price of $118.13, Fortune Financial Advisors, LLC's estimated gain on his IEI holdings is $44,148.70, reflecting a 1.43% gain to date.

Fortune Financial Advisors, LLC IEI ($118.13) Holding Chart

Fortune Financial Advisors, LLC IEI ($118.13) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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