FSA WEALTH PARTNERS, INC. IEF Holdings History
FSA WEALTH PARTNERS, INC.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, FSA WEALTH PARTNERS, INC. held 80,223.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $7.68 Mil. This investment constitutes 3.71% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.02% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2023Q1. And since then FSA WEALTH PARTNERS, INC. has made 3 purchases of IEF, at an average price of $95.23, for a total of 109,399.00 shares. In addition, there have been 3 sales at an average price of $94.44 for 29,176.00 shares. Based on historical transaction data and IEF's current price of $94.64, FSA WEALTH PARTNERS, INC.'s estimated gain on his IEF holdings is $-70,683.99, reflecting a -0.68% gain to date.
FSA WEALTH PARTNERS, INC. IEF ($94.64) Holding Chart
FSA WEALTH PARTNERS, INC. IEF ($94.64) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
