Avalon Advisory Group IEF Holdings History

Number of Shares
822,589.00
Current Holdings Value*
$78.78 Mil
% of Portfolio
33.84%
Total Estimate Gain
$-11.97 Mil
% of Total Estimate Gain
-11.23%

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

As of 2025-06-30, Avalon Advisory Group held 822,589.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $78.78 Mil. This investment constitutes 33.84% 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 17 purchases of IEF, at an average price of $108.33, for a total of 984,133.00 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 $94.45, Avalon Advisory Group's estimated gain on his IEF holdings is $-11.97 Mil, reflecting a -11.23% gain to date.

Avalon Advisory Group IEF ($94.45) Holding Chart

Avalon Advisory Group IEF ($94.45) 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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