Spartan Planning & Wealth Management IEI Holdings History
Spartan Planning & Wealth Management's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Spartan Planning & Wealth Management held 27,036.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $3.19 Mil. This investment constitutes 3.1% of their stock portfolio, and Spartan Planning & Wealth Management now holds 0.02% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2025Q1. And since then Spartan Planning & Wealth Management has made 1 purchases of IEI, at an average price of $116.45, for a total of 27,036.00 shares. Based on historical transaction data and IEI's current price of $118.68, Spartan Planning & Wealth Management's estimated gain on his IEI holdings is $60,290.28, reflecting a 1.91% gain to date.
Spartan Planning & Wealth Management IEI ($118.68) Holding Chart
Spartan Planning & Wealth Management IEI ($118.68) 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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