Ridgepath Capital Management LLC IEI Holdings History
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 % |
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