Bison Wealth, LLC IEF Holdings History

Number of Shares
212,029.00
Current Holdings Value*
$19.60 Mil
% of Portfolio
4.32%
Total Estimate Gain
$82,660.96
% of Total Estimate Gain
0.36%

Bison Wealth, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2024-12-31, Bison Wealth, LLC held 212,029.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $19.60 Mil. This investment constitutes 4.32% of their stock portfolio, and Bison Wealth, LLC now holds 0.06% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2019Q4. And since then Bison Wealth, LLC has made 8 purchases of IEF, at an average price of $94.76, for a total of 242,296.00 shares. In addition, there have been 5 sales at an average price of $98.13 for 30,267.00 shares. Based on historical transaction data and IEF's current price of $94.67, Bison Wealth, LLC's estimated gain on his IEF holdings is $82,660.96, reflecting a 0.36% gain to date.

Bison Wealth, LLC IEF ($94.67) Holding Chart

Bison Wealth, LLC IEF ($94.67) 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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