Beacon Wealthcare, Inc IEF Holdings History
Beacon Wealthcare, Inc's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2020-12-31, Beacon Wealthcare, Inc held 461,731.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $55.38 Mil. This investment constitutes 33.37% of their stock portfolio, and Beacon Wealthcare, Inc now holds 0.29% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2018Q2. And since then Beacon Wealthcare, Inc has made 7 purchases of IEF, at an average price of $104.74, for a total of 570,742.00 shares. In addition, there have been 4 sales at an average price of $107.02 for 109,011.00 shares. Based on historical transaction data and IEF's current price of $94.69, Beacon Wealthcare, Inc's estimated gain on his IEF holdings is $-4.39 Mil, reflecting a -7.35% gain to date.
Beacon Wealthcare, Inc IEF ($94.69) Holding Chart
Beacon Wealthcare, Inc IEF ($94.69) 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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