Number of Shares
94,050.00
Current Holdings Value*
$8.97 Mil
% of Portfolio
3.08%
Total Estimate Gain
$-1.18 Mil
% of Total Estimate Gain
-9.62%

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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