Independence Financial Advisors, LLC IEI Holdings History
Number of Shares
93,907.00
Current Holdings Value*
$11.09 Mil
% of Portfolio
4.22%
Total Estimate Gain
$170,910.74
% of Total Estimate Gain
1.56%
Independence Financial Advisors, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Independence Financial Advisors, LLC held 93,907.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $11.09 Mil. This investment constitutes 4.22% of their stock portfolio, and Independence Financial Advisors, LLC now holds 0.07% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IEI's current price of $118.27, Independence Financial Advisors, LLC's estimated gain on his IEI holdings is $170,910.74, reflecting a 1.56% gain to date.
Independence Financial Advisors, LLC IEI ($118.27) Holding Chart
Independence Financial Advisors, LLC IEI ($118.27) 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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