Number of Shares
197,990.00
Current Holdings Value*
$1.33 Mil
% of Portfolio
1.09%
Total Estimate Gain
$228,499.25
% of Total Estimate Gain
1.23%

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 $94.75, Magnolia Private Wealth, LLC's estimated gain on his IEF holdings is $228,499.25, reflecting a 1.23% gain to date.

Magnolia Private Wealth, LLC IEF ($94.75) Holding Chart

Magnolia Private Wealth, LLC IEF ($94.75) 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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