Paulson Wealth Management Inc. IEI Holdings History
Number of Shares
80,158.00
Current Holdings Value*
$9.47 Mil
% of Portfolio
2.67%
Total Estimate Gain
$247,608.37
% of Total Estimate Gain
2.69%
Paulson Wealth Management Inc.'s iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Paulson Wealth Management Inc. held 80,158.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $9.47 Mil. This investment constitutes 2.67% of their stock portfolio, and Paulson Wealth Management Inc. now holds 0.06% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2023Q4. And since then Paulson Wealth Management Inc. has made 6 purchases of IEI, at an average price of $114.99, for a total of 80,158.00 shares. Based on historical transaction data and IEI's current price of $118.08, Paulson Wealth Management Inc.'s estimated gain on his IEI holdings is $247,608.37, reflecting a 2.69% gain to date.
Paulson Wealth Management Inc. IEI ($118.08) Holding Chart
Paulson Wealth Management Inc. IEI ($118.08) 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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