Number of Shares
32,625.00
Current Holdings Value*
$3.11 Mil
% of Portfolio
2.41%
Total Estimate Gain
$-435,012.09
% of Total Estimate Gain
-10.21%

1620 INVESTMENT ADVISORS, INC.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, 1620 INVESTMENT ADVISORS, INC. held 32,625.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $3.11 Mil. This investment constitutes 2.41% of their stock portfolio, and 1620 INVESTMENT ADVISORS, INC. now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2021Q4. And since then 1620 INVESTMENT ADVISORS, INC. has made 9 purchases of IEF, at an average price of $105.81, for a total of 40,269.00 shares. In addition, there have been 3 sales at an average price of $94.98 for 7,644.00 shares. Based on historical transaction data and IEF's current price of $95.01, 1620 INVESTMENT ADVISORS, INC.'s estimated gain on his IEF holdings is $-435,012.09, reflecting a -10.21% gain to date.

1620 INVESTMENT ADVISORS, INC. IEF ($95.01) Holding Chart

1620 INVESTMENT ADVISORS, INC. IEF ($95.01) 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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