HERITAGE OAK WEALTH ADVISORS LLC IEF Holdings History
HERITAGE OAK WEALTH ADVISORS LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, HERITAGE OAK WEALTH ADVISORS LLC held 5,306.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $508,160.00. This investment constitutes 0.2% of their stock portfolio, and HERITAGE OAK WEALTH ADVISORS LLC now holds 0% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2024Q2. And since then HERITAGE OAK WEALTH ADVISORS LLC has made 1 purchases of IEF, at an average price of $93.52, for a total of 152,557.00 shares. In addition, there have been 2 sales at an average price of $94.69 for 147,251.00 shares. Based on historical transaction data and IEF's current price of $94.52, HERITAGE OAK WEALTH ADVISORS LLC's estimated gain on his IEF holdings is $176,413.39, reflecting a 1.24% gain to date.
HERITAGE OAK WEALTH ADVISORS LLC IEF ($94.52) Holding Chart
HERITAGE OAK WEALTH ADVISORS LLC IEF ($94.52) 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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