Number of Shares
19,543.00
Current Holdings Value*
$1.86 Mil
% of Portfolio
0.79%
Total Estimate Gain
$14,852.68
% of Total Estimate Gain
0.81%

Lokken Investment Group LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Lokken Investment Group LLC held 19,543.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $1.86 Mil. This investment constitutes 0.79% of their stock portfolio, and Lokken Investment Group LLC now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2025Q1. And since then Lokken Investment Group LLC has made 1 purchases of IEF, at an average price of $93.56, for a total of 19,543.00 shares. Based on historical transaction data and IEF's current price of $94.32, Lokken Investment Group LLC's estimated gain on his IEF holdings is $14,852.68, reflecting a 0.81% gain to date.

Lokken Investment Group LLC IEF ($94.32) Holding Chart

Lokken Investment Group LLC IEF ($94.32) 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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