Number of Shares
51,000.00
Current Holdings Value*
$6.02 Mil
% of Portfolio
3.71%
Total Estimate Gain
$64,538.08
% of Total Estimate Gain
1.08%

Foundry Financial Group, Inc.'s iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Foundry Financial Group, Inc. held 51,000.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $6.02 Mil. This investment constitutes 3.71% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0.04% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2024Q4. And since then Foundry Financial Group, Inc. has made 2 purchases of IEI, at an average price of $116.66, for a total of 51,000.00 shares. Based on historical transaction data and IEI's current price of $117.93, Foundry Financial Group, Inc.'s estimated gain on his IEI holdings is $64,538.08, reflecting a 1.08% gain to date.

Foundry Financial Group, Inc. IEI ($117.93) Holding Chart

Foundry Financial Group, Inc. IEI ($117.93) 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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