High Note Wealth, LLC IEF Holdings History
High Note Wealth, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 106,779.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $10.18 Mil. This investment constitutes 2.52% of their stock portfolio, and High Note Wealth, LLC now holds 0.03% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2020Q4. And since then High Note Wealth, LLC has made 4 purchases of IEF, at an average price of $99.39, for a total of 134,148.00 shares. In addition, there have been 1 sales at an average price of $114.26 for 27,369.00 shares. Based on historical transaction data and IEF's current price of $94.79, High Note Wealth, LLC's estimated gain on his IEF holdings is $-84,380.37, reflecting a -0.63% gain to date.
High Note Wealth, LLC IEF ($94.79) Holding Chart
High Note Wealth, LLC IEF ($94.79) 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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