Number of Shares
206,056.00
Current Holdings Value*
$19.65 Mil
% of Portfolio
3.7%
Total Estimate Gain
$152,618.67
% of Total Estimate Gain
0.56%

Liquid Strategies, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Liquid Strategies, LLC held 206,056.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $19.65 Mil. This investment constitutes 3.7% of their stock portfolio, and Liquid Strategies, LLC now holds 0.05% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2024Q1. And since then Liquid Strategies, LLC has made 3 purchases of IEF, at an average price of $94.14, for a total of 289,645.00 shares. In addition, there have been 2 sales at an average price of $95.33 for 83,589.00 shares. Based on historical transaction data and IEF's current price of $94.40, Liquid Strategies, LLC's estimated gain on his IEF holdings is $152,618.67, reflecting a 0.56% gain to date.

Liquid Strategies, LLC IEF ($94.40) Holding Chart

Liquid Strategies, 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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