Joule Financial, LLC IEF Holdings History
Number of Shares
169,407.00
Current Holdings Value*
$16.22 Mil
% of Portfolio
5.27%
Total Estimate Gain
$110,353.49
% of Total Estimate Gain
0.69%
Joule Financial, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Joule Financial, LLC held 169,407.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $16.22 Mil. This investment constitutes 5.27% of their stock portfolio, and Joule Financial, LLC now holds 0.05% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2022Q2. And since then Joule Financial, LLC has made 11 purchases of IEF, at an average price of $94.07, for a total of 169,407.00 shares. Based on historical transaction data and IEF's current price of $94.72, Joule Financial, LLC's estimated gain on his IEF holdings is $110,353.49, reflecting a 0.69% gain to date.
Joule Financial, LLC IEF ($94.72) Holding Chart
Joule Financial, LLC IEF ($94.72) 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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