Tanglewood Wealth Management, Inc. IEI Holdings History
Tanglewood Wealth Management, Inc.'s iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Tanglewood Wealth Management, Inc. held 1.06 Mil shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $125.31 Mil. This investment constitutes 14.1% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 0.8% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2017Q1. And since then Tanglewood Wealth Management, Inc. has made 14 purchases of IEI, at an average price of $120.90, for a total of 3.47 Mil shares. In addition, there have been 9 sales at an average price of $123.01 for 2.41 Mil shares. Based on historical transaction data and IEI's current price of $117.95, Tanglewood Wealth Management, Inc.'s estimated gain on his IEI holdings is $1.95 Mil, reflecting a 0.47% gain to date.
Tanglewood Wealth Management, Inc. IEI ($117.95) Holding Chart
Tanglewood Wealth Management, Inc. IEI ($117.95) 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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