Number of Shares
96,680.00
Current Holdings Value*
$9.78 Mil
% of Portfolio
4.51%
Total Estimate Gain
$-688,682.90
% of Total Estimate Gain
-6.99%

Ken Stern & Associates, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2018-09-30, Ken Stern & Associates, Inc. held 96,680.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $9.78 Mil. This investment constitutes 4.51% of their stock portfolio, and Ken Stern & Associates, Inc. now holds 0.06% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2018Q2. And since then Ken Stern & Associates, Inc. has made 2 purchases of IEF, at an average price of $101.85, for a total of 96,680.00 shares. Based on historical transaction data and IEF's current price of $94.73, Ken Stern & Associates, Inc.'s estimated gain on his IEF holdings is $-688,682.90, reflecting a -6.99% gain to date.

Ken Stern & Associates, Inc. IEF ($94.73) Holding Chart

Ken Stern & Associates, Inc. IEF ($94.73) 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