Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-14,442.84
% of Total Estimate Gain
-0.91%

AGH Wealth Advisors, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, AGH Wealth Advisors, LLC held - shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling N/A. This investment constitutes 0% of their stock portfolio, and AGH Wealth Advisors, LLC now holds 0% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $93.56 for 16,794.00 shares. Based on historical transaction data and IEF's current price of $94.32, AGH Wealth Advisors, LLC's estimated gain on his IEF holdings is $-14,442.84, reflecting a -0.91% gain to date.

AGH Wealth Advisors, LLC IEF ($94.32) Holding Chart

AGH Wealth Advisors, LLC IEF ($94.32) 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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