LWM ADVISORS INC IEF Holdings History
LWM ADVISORS INC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 28,125.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $2.69 Mil. This investment constitutes 2.59% of their stock portfolio, and LWM ADVISORS INC now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2024Q4. And since then LWM ADVISORS INC has made 1 purchases of IEF, at an average price of $94.42, for a total of 29,168.00 shares. In addition, there have been 1 sales at an average price of $93.56 for 1,043.00 shares. Based on historical transaction data and IEF's current price of $94.40, LWM ADVISORS INC's estimated gain on his IEF holdings is $-1,521.13, reflecting a -0.06% gain to date.
LWM ADVISORS INC IEF ($94.40) Holding Chart
LWM ADVISORS INC IEF ($94.40) 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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