MY Wealth Management Inc. IEF Holdings History
MY Wealth Management Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, MY Wealth Management Inc. held 46,552.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $4.46 Mil. This investment constitutes 4.27% of their stock portfolio, and MY Wealth Management Inc. now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2022Q1. And since then MY Wealth Management Inc. has made 3 purchases of IEF, at an average price of $98.89, for a total of 232,145.00 shares. In addition, there have been 6 sales at an average price of $96.07 for 185,593.00 shares. Based on historical transaction data and IEF's current price of $94.40, MY Wealth Management Inc.'s estimated gain on his IEF holdings is $-731,717.55, reflecting a -3.19% gain to date.
MY Wealth Management Inc. IEF ($94.40) Holding Chart
MY Wealth Management Inc. 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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