Atlas Private Wealth Advisors IEF Holdings History
Atlas Private Wealth Advisors's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Atlas Private Wealth Advisors held 175,015.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $16.69 Mil. This investment constitutes 2.34% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.04% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2021Q2. And since then Atlas Private Wealth Advisors has made 10 purchases of IEF, at an average price of $94.45, for a total of 457,151.00 shares. In addition, there have been 3 sales at an average price of $93.33 for 282,136.00 shares. Based on historical transaction data and IEF's current price of $93.91, Atlas Private Wealth Advisors's estimated gain on his IEF holdings is $-409,822.52, reflecting a -0.95% gain to date.
Atlas Private Wealth Advisors IEF ($93.91) Holding Chart
Atlas Private Wealth Advisors IEF ($93.91) 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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