Number of Shares
80,965.00
Current Holdings Value*
$7.72 Mil
% of Portfolio
2.75%
Total Estimate Gain
$-79,299.49
% of Total Estimate Gain
-1.01%

Beirne Wealth Consulting Services, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Beirne Wealth Consulting Services, LLC held 80,965.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $7.72 Mil. This investment constitutes 2.75% of their stock portfolio, and Beirne Wealth Consulting Services, LLC now holds 0.02% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2023Q1. And since then Beirne Wealth Consulting Services, LLC has made 7 purchases of IEF, at an average price of $95.25, for a total of 82,322.00 shares. In addition, there have been 1 sales at an average price of $94.77 for 1,357.00 shares. Based on historical transaction data and IEF's current price of $94.28, Beirne Wealth Consulting Services, LLC's estimated gain on his IEF holdings is $-79,299.49, reflecting a -1.01% gain to date.

Beirne Wealth Consulting Services, LLC IEF ($94.28) Holding Chart

Beirne Wealth Consulting Services, LLC IEF ($94.28) 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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