Cascadia Advisory Services, LLC IEF Holdings History
Cascadia Advisory Services, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2021-09-30, Cascadia Advisory Services, LLC held 87,410.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $10.07 Mil. This investment constitutes 2.07% of their stock portfolio, and Cascadia Advisory Services, 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 Cascadia Advisory Services, LLC has made 3 purchases of IEF, at an average price of $118.31, for a total of 213,043.00 shares. In addition, there have been 2 sales at an average price of $117.43 for 125,633.00 shares. Based on historical transaction data and IEF's current price of $94.46, Cascadia Advisory Services, LLC's estimated gain on his IEF holdings is $-2.20 Mil, reflecting a -8.71% gain to date.
Cascadia Advisory Services, LLC IEF ($94.46) Holding Chart
Cascadia Advisory Services, LLC IEF ($94.46) 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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