Lyons Wealth Management, LLC. IEI Holdings History
Lyons Wealth Management, LLC.'s iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2019-12-31, Lyons Wealth Management, LLC. held 39,325.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $4.95 Mil. This investment constitutes 14.48% of their stock portfolio, and Lyons Wealth Management, LLC. now holds 0.05% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2017Q1. And since then Lyons Wealth Management, LLC. has made 3 purchases of IEI, at an average price of $121.02, for a total of 84,107.00 shares. In addition, there have been 5 sales at an average price of $123.31 for 44,782.00 shares. Based on historical transaction data and IEI's current price of $118.13, Lyons Wealth Management, LLC.'s estimated gain on his IEI holdings is $-11,325.21, reflecting a -0.11% gain to date.
Lyons Wealth Management, LLC. IEI ($118.13) Holding Chart
Lyons Wealth Management, LLC. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
