Madison Target Retirement 2020 Fund IEF Holdings History
Madison Target Retirement 2020 Fund's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, ULTRA SERIES FUND held 20,741.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $1.98 Mil. This investment constitutes 17.5% of their stock portfolio, and ULTRA SERIES FUND now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2023Q1. And since then Madison Target Retirement 2020 Fund has made 3 purchases of IEF, at an average price of $97.24, for a total of 72,631.00 shares. In addition, there have been 4 sales at an average price of $93.69 for 51,890.00 shares. Based on historical transaction data and IEF's current price of $94.52, Madison Target Retirement 2020 Fund's estimated gain on his IEF holdings is $-240,704.94, reflecting a -3.41% gain to date.
Madison Target Retirement 2020 Fund IEF ($94.52) Holding Chart
Madison Target Retirement 2020 Fund IEF ($94.52) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
