Number of Shares
58,765.00
Current Holdings Value*
$6.94 Mil
% of Portfolio
2.16%
Total Estimate Gain
$-237,743.57
% of Total Estimate Gain
-1.94%

Midwest Professional Planners, LTD.'s iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Midwest Professional Planners, LTD. held 58,765.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $6.94 Mil. This investment constitutes 2.16% of their stock portfolio, and Midwest Professional Planners, LTD. now holds 0.04% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2018Q2. And since then Midwest Professional Planners, LTD. has made 11 purchases of IEI, at an average price of $123.58, for a total of 98,957.00 shares. In addition, there have been 10 sales at an average price of $125.89 for 40,192.00 shares. Based on historical transaction data and IEI's current price of $117.95, Midwest Professional Planners, LTD.'s estimated gain on his IEI holdings is $-237,743.57, reflecting a -1.94% gain to date.

Midwest Professional Planners, LTD. IEI ($117.95) Holding Chart

Midwest Professional Planners, LTD. 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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