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 %

Top Ranked Articles

  • 1