Arete Wealth Advisors, LLC IEF Holdings History
Arete Wealth Advisors, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 212,390.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $20.26 Mil. This investment constitutes 1.55% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0.06% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2018Q4. And since then Arete Wealth Advisors, LLC has made 11 purchases of IEF, at an average price of $97.40, for a total of 482,632.00 shares. In addition, there have been 8 sales at an average price of $96.88 for 270,242.00 shares. Based on historical transaction data and IEF's current price of $94.40, Arete Wealth Advisors, LLC's estimated gain on his IEF holdings is $-779,470.60, reflecting a -1.66% gain to date.
Arete Wealth Advisors, LLC IEF ($94.40) Holding Chart
Arete Wealth Advisors, LLC IEF ($94.40) 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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