Avalon Advisory Group IEF Holdings History

Number of Shares
788,697.00
Current Holdings Value*
$75.22 Mil
% of Portfolio
35.44%
Total Estimate Gain
$-11.22 Mil
% of Total Estimate Gain
-10.85%

Avalon Advisory Group's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Avalon Advisory Group held 788,697.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $75.22 Mil. This investment constitutes 35.44% of their stock portfolio, and Avalon Advisory Group now holds 0.22% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2019Q4. And since then Avalon Advisory Group has made 16 purchases of IEF, at an average price of $108.82, for a total of 950,241.00 shares. In addition, there have been 5 sales at an average price of $104.90 for 161,544.00 shares. Based on historical transaction data and IEF's current price of $95.39, Avalon Advisory Group's estimated gain on his IEF holdings is $-11.22 Mil, reflecting a -10.85% gain to date.

Avalon Advisory Group IEF ($95.39) Holding Chart

Avalon Advisory Group 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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