Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$173,139.21
% of Total Estimate Gain
1.54%

Atlas Financial Advisors, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2024-12-31, Atlas Financial Advisors, Inc. held - shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Atlas Financial Advisors, Inc. now holds 0% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2023Q4. And since then Atlas Financial Advisors, Inc. has made 3 purchases of IEF, at an average price of $93.14, for a total of 120,365.00 shares. In addition, there have been 2 sales at an average price of $94.58 for 120,365.00 shares. Based on historical transaction data and IEF's current price of $94.73, Atlas Financial Advisors, Inc.'s estimated gain on his IEF holdings is $173,139.21, reflecting a 1.54% gain to date.

Atlas Financial Advisors, Inc. IEF ($94.73) Holding Chart

Atlas Financial Advisors, Inc. IEF ($94.73) 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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