Number of Shares
73,337.00
Current Holdings Value*
$8.66 Mil
% of Portfolio
4.17%
Total Estimate Gain
$104,871.91
% of Total Estimate Gain
1.23%

Ridgepath Capital Management LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Ridgepath Capital Management LLC held 73,337.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $8.66 Mil. This investment constitutes 4.17% of their stock portfolio, and Ridgepath Capital Management LLC now holds 0.06% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2025Q1. And since then Ridgepath Capital Management LLC has made 1 purchases of IEI, at an average price of $116.45, for a total of 73,337.00 shares. Based on historical transaction data and IEI's current price of $117.88, Ridgepath Capital Management LLC's estimated gain on his IEI holdings is $104,871.91, reflecting a 1.23% gain to date.

Ridgepath Capital Management LLC IEI ($117.88) Holding Chart

Ridgepath Capital Management LLC IEI ($117.88) 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