Jessup Wealth Management, Inc IEF Holdings History
Jessup Wealth Management, Inc's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Jessup Wealth Management, Inc held 99,253.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $9.47 Mil. This investment constitutes 3.98% of their stock portfolio, and Jessup Wealth Management, Inc now holds 0.03% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2024Q4. And since then Jessup Wealth Management, Inc has made 2 purchases of IEF, at an average price of $94.04, for a total of 99,253.00 shares. Based on historical transaction data and IEF's current price of $94.40, Jessup Wealth Management, Inc's estimated gain on his IEF holdings is $35,526.42, reflecting a 0.38% gain to date.
Jessup Wealth Management, Inc IEF ($94.40) Holding Chart
Jessup Wealth Management, Inc 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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