Lauer Wealth, LLC IEI Holdings History
Lauer Wealth, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Lauer Wealth, LLC held 34,140.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $4.07 Mil. This investment constitutes 3.13% of their stock portfolio, and Lauer Wealth, LLC now holds 0.02% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2023Q1. And since then Lauer Wealth, LLC has made 3 purchases of IEI, at an average price of $116.21, for a total of 102,007.00 shares. In addition, there have been 5 sales at an average price of $116.00 for 67,867.00 shares. Based on historical transaction data and IEI's current price of $117.95, Lauer Wealth, LLC's estimated gain on his IEI holdings is $45,138.92, reflecting a 0.38% gain to date.
Lauer Wealth, LLC IEI ($117.95) Holding Chart
Lauer Wealth, LLC IEI ($117.95) 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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