Dynamic Wealth Strategies, LLC IEF Holdings History
Dynamic Wealth Strategies, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 108,132.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $10.31 Mil. This investment constitutes 8.57% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.03% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2023Q4. And since then Dynamic Wealth Strategies, LLC has made 4 purchases of IEF, at an average price of $93.52, for a total of 109,029.00 shares. In addition, there have been 1 sales at an average price of $92.90 for 897.00 shares. Based on historical transaction data and IEF's current price of $94.46, Dynamic Wealth Strategies, LLC's estimated gain on his IEF holdings is $101,397.34, reflecting a 0.99% gain to date.
Dynamic Wealth Strategies, LLC IEF ($94.46) Holding Chart
Dynamic Wealth Strategies, LLC 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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