GRAYBILL WEALTH MANAGEMENT, LTD. IEF Holdings History
GRAYBILL WEALTH MANAGEMENT, LTD.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, GRAYBILL WEALTH MANAGEMENT, LTD. held 94,050.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $8.97 Mil. This investment constitutes 3.08% of their stock portfolio, and GRAYBILL WEALTH MANAGEMENT, LTD. now holds 0.03% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2020Q2. And since then GRAYBILL WEALTH MANAGEMENT, LTD. has made 14 purchases of IEF, at an average price of $104.99, for a total of 116,643.00 shares. In addition, there have been 5 sales at an average price of $97.24 for 22,593.00 shares. Based on historical transaction data and IEF's current price of $94.32, GRAYBILL WEALTH MANAGEMENT, LTD.'s estimated gain on his IEF holdings is $-1.18 Mil, reflecting a -9.62% gain to date.
GRAYBILL WEALTH MANAGEMENT, LTD. IEF ($94.32) Holding Chart
GRAYBILL WEALTH MANAGEMENT, LTD. IEF ($94.32) 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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