Number of Shares
30,346.00
Current Holdings Value*
$3.61 Mil
% of Portfolio
0.47%
Total Estimate Gain
$-217,596.87
% of Total Estimate Gain
-3.55%

Vision Capital Management, Inc.'s iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Vision Capital Management, Inc. held 30,346.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $3.61 Mil. This investment constitutes 0.47% of their stock portfolio, and Vision Capital Management, Inc. now holds 0.02% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2021Q3. And since then Vision Capital Management, Inc. has made 4 purchases of IEI, at an average price of $122.97, for a total of 49,808.00 shares. In addition, there have been 1 sales at an average price of $119.34 for 19,462.00 shares. Based on historical transaction data and IEI's current price of $118.13, Vision Capital Management, Inc.'s estimated gain on his IEI holdings is $-217,596.87, reflecting a -3.55% gain to date.

Vision Capital Management, Inc. IEI ($118.13) Holding Chart

Vision Capital Management, Inc. IEI ($118.13) 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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