CAPTRUST FINANCIAL ADVISORS IEF Holdings History
CAPTRUST FINANCIAL ADVISORS's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 9.50 Mil shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $905.63 Mil. This investment constitutes 2.27% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 2.6% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2014Q2. And since then CAPTRUST FINANCIAL ADVISORS has made 24 purchases of IEF, at an average price of $98.37, for a total of 12.76 Mil shares. In addition, there have been 12 sales at an average price of $96.55 for 3.26 Mil shares. Based on historical transaction data and IEF's current price of $94.44, CAPTRUST FINANCIAL ADVISORS's estimated gain on his IEF holdings is $-43.33 Mil, reflecting a -3.45% gain to date.
CAPTRUST FINANCIAL ADVISORS IEF ($94.44) Holding Chart
CAPTRUST FINANCIAL ADVISORS IEF ($94.44) 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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