EDELMAN FINANCIAL GROUP INC. IEF Holdings History
Number of Shares
142,638.00
Current Holdings Value*
$15.06 Mil
% of Portfolio
2.25%
Total Estimate Gain
$-1.63 Mil
% of Total Estimate Gain
-10.79%
EDELMAN FINANCIAL GROUP INC.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2015-12-31, EDELMAN FINANCIAL GROUP INC. held 142,638.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $15.06 Mil. This investment constitutes 2.25% of their stock portfolio, and EDELMAN FINANCIAL GROUP INC. now holds 0.09% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2014Q4. And since then EDELMAN FINANCIAL GROUP INC. has made 4 purchases of IEF, at an average price of $105.81, for a total of 142,638.00 shares. Based on historical transaction data and IEF's current price of $94.40, EDELMAN FINANCIAL GROUP INC.'s estimated gain on his IEF holdings is $-1.63 Mil, reflecting a -10.79% gain to date.
EDELMAN FINANCIAL GROUP INC. IEF ($94.40) Holding Chart
EDELMAN FINANCIAL GROUP INC. 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 % |
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