Blue Trust, Inc. IEF Holdings History

Number of Shares
5.27 Mil
Current Holdings Value*
$502.25 Mil
% of Portfolio
6.44%
Total Estimate Gain
$-10.04 Mil
% of Total Estimate Gain
-1.87%

Blue Trust, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Blue Trust, Inc. held 5.27 Mil shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $502.25 Mil. This investment constitutes 6.44% of their stock portfolio, and Blue Trust, Inc. now holds 1.32% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2022Q2. And since then Blue Trust, Inc. has made 8 purchases of IEF, at an average price of $96.17, for a total of 5.59 Mil shares. In addition, there have been 3 sales at an average price of $93.96 for 321,070.00 shares. Based on historical transaction data and IEF's current price of $94.40, Blue Trust, Inc.'s estimated gain on his IEF holdings is $-10.04 Mil, reflecting a -1.87% gain to date.

Blue Trust, Inc. IEF ($94.40) Holding Chart

Blue Trust, Inc. IEF ($94.40) 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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