Number of Shares
2.87 Mil
Current Holdings Value*
$274.04 Mil
% of Portfolio
15.51%
Total Estimate Gain
$-9.58 Mil
% of Total Estimate Gain
-2.84%

Cerity Partners OCIO LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Cerity Partners OCIO LLC held 2.87 Mil shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $274.04 Mil. This investment constitutes 15.51% of their stock portfolio, and Cerity Partners OCIO LLC now holds 0.79% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2014Q2. And since then Cerity Partners OCIO LLC has made 25 purchases of IEF, at an average price of $99.20, for a total of 3.41 Mil shares. In addition, there have been 5 sales at an average price of $102.52 for 531,587.00 shares. Based on historical transaction data and IEF's current price of $95.25, Cerity Partners OCIO LLC's estimated gain on his IEF holdings is $-9.58 Mil, reflecting a -2.84% gain to date.

Cerity Partners OCIO LLC IEF ($95.25) Holding Chart

Cerity Partners OCIO LLC IEF ($95.25) 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 %

Top Ranked Articles

  • 1