SHELTON WEALTH MANAGEMENT, LLC IEI Holdings History
SHELTON WEALTH MANAGEMENT, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 34,797.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $4.14 Mil. This investment constitutes 2% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2023Q4. And since then SHELTON WEALTH MANAGEMENT, LLC has made 3 purchases of IEI, at an average price of $115.78, for a total of 87,257.00 shares. In addition, there have been 4 sales at an average price of $116.17 for 52,460.00 shares. Based on historical transaction data and IEI's current price of $118.57, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his IEI holdings is $117,663.42, reflecting a 1.16% gain to date.
SHELTON WEALTH MANAGEMENT, LLC IEI ($118.57) Holding Chart
SHELTON WEALTH MANAGEMENT, LLC IEI ($118.57) 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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