Number of Shares
12,258.00
Current Holdings Value*
$1.17 Mil
% of Portfolio
0.61%
Total Estimate Gain
$-297,530.45
% of Total Estimate Gain
-9.53%

Independent Family Office, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Independent Family Office, LLC held 12,258.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $1.17 Mil. This investment constitutes 0.61% of their stock portfolio, and Independent Family Office, LLC now holds 0% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2019Q4. And since then Independent Family Office, LLC has made 7 purchases of IEF, at an average price of $103.98, for a total of 30,034.00 shares. In addition, there have been 3 sales at an average price of $93.85 for 17,776.00 shares. Based on historical transaction data and IEF's current price of $94.40, Independent Family Office, LLC's estimated gain on his IEF holdings is $-297,530.45, reflecting a -9.53% gain to date.

Independent Family Office, LLC IEF ($94.40) Holding Chart

Independent Family Office, LLC 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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