Number of Shares
1.26 Mil
Current Holdings Value*
$115.20 Mil
% of Portfolio
32.94%
Total Estimate Gain
$-14.20 Mil
% of Total Estimate Gain
-9.58%

Cornerstone Retirement Group, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2023-09-30, Cornerstone Retirement Group, Inc. held 1.26 Mil shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $115.20 Mil. This investment constitutes 32.94% of their stock portfolio, and Cornerstone Retirement Group, Inc. now holds 0.44% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2022Q1. And since then Cornerstone Retirement Group, Inc. has made 5 purchases of IEF, at an average price of $104.69, for a total of 1.42 Mil shares. In addition, there have been 2 sales at an average price of $97.81 for 158,715.00 shares. Based on historical transaction data and IEF's current price of $94.27, Cornerstone Retirement Group, Inc.'s estimated gain on his IEF holdings is $-14.20 Mil, reflecting a -9.58% gain to date.

Cornerstone Retirement Group, Inc. IEF ($94.27) Holding Chart

Cornerstone Retirement Group, Inc. IEF ($94.27) 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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