Magnolia Private Wealth, LLC IEF Holdings History
Number of Shares
197,990.00
Current Holdings Value*
$1.33 Mil
% of Portfolio
1.09%
Total Estimate Gain
$241,368.60
% of Total Estimate Gain
1.30%
Magnolia Private Wealth, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Magnolia Private Wealth, LLC held 197,990.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $1.33 Mil. This investment constitutes 1.09% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 0.05% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2024Q4. And since then Magnolia Private Wealth, LLC has made 1 purchases of IEF, at an average price of $93.59, for a total of 197,990.00 shares. Based on historical transaction data and IEF's current price of $94.81, Magnolia Private Wealth, LLC's estimated gain on his IEF holdings is $241,368.60, reflecting a 1.30% gain to date.
Magnolia Private Wealth, LLC IEF ($94.81) Holding Chart
Magnolia Private Wealth, LLC IEF ($94.81) 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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