LifeGuide Financial Advisors, LLC IEF Holdings History
LifeGuide Financial Advisors, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, LifeGuide Financial Advisors, LLC held 390,534.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $37.25 Mil. This investment constitutes 15.2% of their stock portfolio, and LifeGuide Financial Advisors, LLC now holds 0.11% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2021Q4. And since then LifeGuide Financial Advisors, LLC has made 10 purchases of IEF, at an average price of $105.73, for a total of 453,325.00 shares. In addition, there have been 3 sales at an average price of $98.84 for 62,791.00 shares. Based on historical transaction data and IEF's current price of $94.17, LifeGuide Financial Advisors, LLC's estimated gain on his IEF holdings is $-4.95 Mil, reflecting a -10.32% gain to date.
LifeGuide Financial Advisors, LLC IEF ($94.17) Holding Chart
LifeGuide Financial Advisors, LLC IEF ($94.17) 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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