AXXCESS WEALTH MANAGEMENT, LLC IEF Holdings History
AXXCESS WEALTH MANAGEMENT, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 207,855.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $19.82 Mil. This investment constitutes 0.53% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2021Q4. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 7 purchases of IEF, at an average price of $96.35, for a total of 412,159.00 shares. In addition, there have been 7 sales at an average price of $97.57 for 204,304.00 shares. Based on historical transaction data and IEF's current price of $94.47, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his IEF holdings is $-142,652.30, reflecting a -0.36% gain to date.
AXXCESS WEALTH MANAGEMENT, LLC IEF ($94.47) Holding Chart
AXXCESS WEALTH MANAGEMENT, LLC IEF ($94.47) 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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