Number of Shares
13,037.00
Current Holdings Value*
$1.24 Mil
% of Portfolio
0.59%
Total Estimate Gain
$-14,461.28
% of Total Estimate Gain
-0.57%

Flagship Private Wealth, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Flagship Private Wealth, LLC held 13,037.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $1.24 Mil. This investment constitutes 0.59% of their stock portfolio, and Flagship Private Wealth, LLC now holds 0% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2020Q4. And since then Flagship Private Wealth, LLC has made 2 purchases of IEF, at an average price of $95.41, for a total of 26,553.00 shares. In addition, there have been 3 sales at an average price of $94.92 for 13,516.00 shares. Based on historical transaction data and IEF's current price of $94.81, Flagship Private Wealth, LLC's estimated gain on his IEF holdings is $-14,461.28, reflecting a -0.57% gain to date.

Flagship Private Wealth, LLC IEF ($94.81) Holding Chart

Flagship Private Wealth, LLC IEF ($94.81) 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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