Hoese & Co LLP IEI Holdings History

Number of Shares
188,909.00
Current Holdings Value*
$22.32 Mil
% of Portfolio
19.35%
Total Estimate Gain
$244,424.12
% of Total Estimate Gain
1.10%

Hoese & Co LLP's iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Hoese & Co LLP held 188,909.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $22.32 Mil. This investment constitutes 19.35% of their stock portfolio, and Hoese & Co LLP now holds 0.14% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2024Q3. And since then Hoese & Co LLP has made 2 purchases of IEI, at an average price of $116.83, for a total of 190,278.00 shares. In addition, there have been 1 sales at an average price of $116.45 for 1,369.00 shares. Based on historical transaction data and IEI's current price of $118.13, Hoese & Co LLP's estimated gain on his IEI holdings is $244,424.12, reflecting a 1.10% gain to date.

Hoese & Co LLP IEI ($118.13) Holding Chart

Hoese & Co LLP 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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