Ken Fisher IEF Holdings History

Number of Shares
54.96 Mil
Current Holdings Value*
$5.24 Bil
% of Portfolio
2.27%
Total Estimate Gain
$-253.97 Mil
% of Total Estimate Gain
-4.20%

Ken Fisher's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Fisher Asset Management, LLC held 54.96 Mil shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $5.24 Bil. This investment constitutes 2.27% of their stock portfolio, and Fisher Asset Management, LLC now holds 15.03% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2009Q1. And since then Ken Fisher has made 35 purchases of IEF, at an average price of $99.32, for a total of 60.92 Mil shares. In addition, there have been 26 sales at an average price of $98.78 for 5.96 Mil shares. Based on historical transaction data and IEF's current price of $94.76, Ken Fisher's estimated gain on his IEF holdings is $-253.97 Mil, reflecting a -4.20% gain to date.

Ken Fisher IEF ($94.76) Holding Chart

Ken Fisher IEF ($94.76) 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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