Foundry Financial Group, Inc. IEI Holdings History
Number of Shares
51,000.00
Current Holdings Value*
$6.02 Mil
% of Portfolio
3.71%
Total Estimate Gain
$48,728.08
% of Total Estimate Gain
0.82%
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 $117.62, Foundry Financial Group, Inc.'s estimated gain on his IEI holdings is $48,728.08, reflecting a 0.82% gain to date.
Foundry Financial Group, Inc. IEI ($117.62) Holding Chart
Foundry Financial Group, Inc. IEI ($117.62) 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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