Compass Financial Group, Inc. IEF Holdings History
Compass Financial Group, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Compass Financial Group, Inc. held 71,223.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $6.79 Mil. This investment constitutes 3.49% of their stock portfolio, and Compass Financial Group, Inc. now holds 0.02% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2023Q4. And since then Compass Financial Group, Inc. has made 3 purchases of IEF, at an average price of $92.51, for a total of 74,956.00 shares. In addition, there have been 3 sales at an average price of $94.16 for 3,733.00 shares. Based on historical transaction data and IEF's current price of $94.46, Compass Financial Group, Inc.'s estimated gain on his IEF holdings is $145,216.89, reflecting a 2.09% gain to date.
Compass Financial Group, Inc. IEF ($94.46) Holding Chart
Compass Financial Group, Inc. 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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