GUIDANCE CAPITAL, INC IEF Holdings History

Number of Shares
6,888.00
Current Holdings Value*
$652,280.00
% of Portfolio
0.2%
Total Estimate Gain
$-54,661.62
% of Total Estimate Gain
-1.36%

GUIDANCE CAPITAL, INC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, GUIDANCE CAPITAL, INC held 6,888.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $652,280.00. This investment constitutes 0.2% of their stock portfolio, and GUIDANCE CAPITAL, INC now holds 0% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2023Q2. And since then GUIDANCE CAPITAL, INC has made 4 purchases of IEF, at an average price of $95.44, for a total of 42,030.00 shares. In addition, there have been 3 sales at an average price of $94.09 for 35,142.00 shares. Based on historical transaction data and IEF's current price of $94.40, GUIDANCE CAPITAL, INC's estimated gain on his IEF holdings is $-54,661.62, reflecting a -1.36% gain to date.

GUIDANCE CAPITAL, INC IEF ($94.40) Holding Chart

GUIDANCE CAPITAL, 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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