Bogart Wealth, LLC IEF Holdings History
Bogart Wealth, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 460,083.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $43.88 Mil. This investment constitutes 2.07% of their stock portfolio, and Bogart Wealth, LLC now holds 0.13% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2018Q4. And since then Bogart Wealth, LLC has made 9 purchases of IEF, at an average price of $94.22, for a total of 874,832.00 shares. In addition, there have been 7 sales at an average price of $95.16 for 414,749.00 shares. Based on historical transaction data and IEF's current price of $95.00, Bogart Wealth, LLC's estimated gain on his IEF holdings is $743,334.23, reflecting a 0.90% gain to date.
Bogart Wealth, LLC IEF ($95.00) Holding Chart
Bogart Wealth, LLC IEF ($95.00) 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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