Number of Shares
346,747.00
Current Holdings Value*
$33.21 Mil
% of Portfolio
6.61%
Total Estimate Gain
$806,444.99
% of Total Estimate Gain
1.21%

Community Financial Services Group, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Community Financial Services Group, LLC held 346,747.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $33.21 Mil. This investment constitutes 6.61% of their stock portfolio, and Community Financial Services Group, LLC now holds 0.09% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2019Q3. And since then Community Financial Services Group, LLC has made 6 purchases of IEF, at an average price of $99.34, for a total of 670,204.00 shares. In addition, there have been 4 sales at an average price of $107.13 for 323,457.00 shares. Based on historical transaction data and IEF's current price of $94.40, Community Financial Services Group, LLC's estimated gain on his IEF holdings is $806,444.99, reflecting a 1.21% gain to date.

Community Financial Services Group, LLC IEF ($94.40) Holding Chart

Community Financial Services Group, 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 %

Top Ranked Articles

  • 1