BCM ADVISORS, LLC IEF Holdings History

Number of Shares
58,462.00
Current Holdings Value*
$5.54 Mil
% of Portfolio
1.26%
Total Estimate Gain
$-11,470.40
% of Total Estimate Gain
-0.14%

BCM ADVISORS, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, BCM ADVISORS, LLC held 58,462.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $5.54 Mil. This investment constitutes 1.26% of their stock portfolio, and BCM ADVISORS, LLC now holds 0.02% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2022Q3. And since then BCM ADVISORS, LLC has made 6 purchases of IEF, at an average price of $94.97, for a total of 87,761.00 shares. In addition, there have been 4 sales at an average price of $95.93 for 29,299.00 shares. Based on historical transaction data and IEF's current price of $94.29, BCM ADVISORS, LLC's estimated gain on his IEF holdings is $-11,470.40, reflecting a -0.14% gain to date.

BCM ADVISORS, LLC IEF ($94.29) Holding Chart

BCM ADVISORS, LLC IEF ($94.29) 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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