Insight Wealth Strategies, LLC IEF Holdings History
Insight Wealth Strategies, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 33,065.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $3.15 Mil. This investment constitutes 0.4% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2018Q4. And since then Insight Wealth Strategies, LLC has made 15 purchases of IEF, at an average price of $105.14, for a total of 618,954.00 shares. In addition, there have been 10 sales at an average price of $105.18 for 585,889.00 shares. Based on historical transaction data and IEF's current price of $94.40, Insight Wealth Strategies, LLC's estimated gain on his IEF holdings is $-335,085.93, reflecting a -0.51% gain to date.
Insight Wealth Strategies, LLC IEF ($94.40) Holding Chart
Insight Wealth Strategies, 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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