Clarity Financial LLC IEF Holdings History

Number of Shares
727,656.00
Current Holdings Value*
$69.69 Mil
% of Portfolio
7.5%
Total Estimate Gain
$-4.01 Mil
% of Total Estimate Gain
-3.48%

Clarity Financial LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Clarity Financial LLC held 727,656.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $69.69 Mil. This investment constitutes 7.5% of their stock portfolio, and Clarity Financial LLC now holds 0.2% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2020Q4. And since then Clarity Financial LLC has made 11 purchases of IEF, at an average price of $103.12, for a total of 1.12 Mil shares. In addition, there have been 6 sales at an average price of $108.00 for 388,566.00 shares. Based on historical transaction data and IEF's current price of $95.00, Clarity Financial LLC's estimated gain on his IEF holdings is $-4.01 Mil, reflecting a -3.48% gain to date.

Clarity Financial LLC IEF ($95.00) Holding Chart

Clarity Financial 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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