Cadence Wealth Management LLC IEF Holdings History
Cadence Wealth Management LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Cadence Wealth Management LLC held 119,079.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $11.36 Mil. This investment constitutes 8.39% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.03% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2024Q4. And since then Cadence Wealth Management LLC has made 2 purchases of IEF, at an average price of $94.05, for a total of 119,079.00 shares. Based on historical transaction data and IEF's current price of $94.40, Cadence Wealth Management LLC's estimated gain on his IEF holdings is $41,544.64, reflecting a 0.37% gain to date.
Cadence Wealth Management LLC IEF ($94.40) Holding Chart
Cadence Wealth Management LLC 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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