Lokken Investment Group LLC IEF Holdings History
Lokken Investment Group LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Lokken Investment Group LLC held 19,302.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $1.85 Mil. This investment constitutes 0.71% 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. In addition, there have been 1 sales at an average price of $94.57 for 241.00 shares. Based on historical transaction data and IEF's current price of $94.53, Lokken Investment Group LLC's estimated gain on his IEF holdings is $18,966.35, reflecting a 1.04% gain to date.
Lokken Investment Group LLC IEF ($94.53) Holding Chart
Lokken Investment Group LLC IEF ($94.53) 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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