Independence Financial Advisors, LLC IEF Holdings History
Number of Shares
153,215.00
Current Holdings Value*
$14.61 Mil
% of Portfolio
5.56%
Total Estimate Gain
$168,536.50
% of Total Estimate Gain
1.18%
Independence Financial Advisors, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Independence Financial Advisors, LLC held 153,215.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $14.61 Mil. This investment constitutes 5.56% of their stock portfolio, and Independence Financial Advisors, LLC now holds 0.04% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IEF's current price of $94.66, Independence Financial Advisors, LLC's estimated gain on his IEF holdings is $168,536.50, reflecting a 1.18% gain to date.
Independence Financial Advisors, LLC IEF ($94.66) Holding Chart
Independence Financial Advisors, LLC IEF ($94.66) 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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