Number of Shares
143,050.00
Current Holdings Value*
$13.70 Mil
% of Portfolio
4.49%
Total Estimate Gain
$-95,193.14
% of Total Estimate Gain
-0.35%

Kaydan Wealth Management, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-06-30, Kaydan Wealth Management, Inc. held 143,050.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $13.70 Mil. This investment constitutes 4.49% of their stock portfolio, and Kaydan Wealth Management, Inc. now holds 0.04% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2024Q1. And since then Kaydan Wealth Management, Inc. has made 4 purchases of IEF, at an average price of $94.78, for a total of 285,856.00 shares. In addition, there have been 2 sales at an average price of $94.57 for 142,806.00 shares. Based on historical transaction data and IEF's current price of $94.32, Kaydan Wealth Management, Inc.'s estimated gain on his IEF holdings is $-95,193.14, reflecting a -0.35% gain to date.

Kaydan Wealth Management, Inc. IEF ($94.32) Holding Chart

Kaydan Wealth Management, Inc. IEF ($94.32) 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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