Advisor OS, LLC IEF Holdings History
Advisor OS, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Advisor OS, LLC held 393,324.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $37.51 Mil. This investment constitutes 4.27% of their stock portfolio, and Advisor OS, LLC now holds 0.11% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2022Q3. And since then Advisor OS, LLC has made 9 purchases of IEF, at an average price of $96.42, for a total of 484,832.00 shares. In addition, there have been 2 sales at an average price of $94.40 for 91,508.00 shares. Based on historical transaction data and IEF's current price of $95.39, Advisor OS, LLC's estimated gain on his IEF holdings is $-590,922.12, reflecting a -1.26% gain to date.
Advisor OS, LLC IEF ($95.39) Holding Chart
Advisor OS, LLC IEF ($95.39) 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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