Leo Wealth, LLC IEF Holdings History
Leo Wealth, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Leo Wealth, LLC held 143,909.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $13.72 Mil. This investment constitutes 1.97% of their stock portfolio, and Leo Wealth, LLC now holds 0.04% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 2 purchases of IEF, at an average price of $93.06, for a total of 345,990.00 shares. In addition, there have been 3 sales at an average price of $93.76 for 202,081.00 shares. Based on historical transaction data and IEF's current price of $94.40, Leo Wealth, LLC's estimated gain on his IEF holdings is $335,128.87, reflecting a 1.04% gain to date.
Leo Wealth, LLC IEF ($94.40) Holding Chart
Leo Wealth, LLC 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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