Mutual Advisors, LLC IEF Holdings History

Number of Shares
1.74 Mil
Current Holdings Value*
$165.39 Mil
% of Portfolio
4.73%
Total Estimate Gain
$-6.80 Mil
% of Total Estimate Gain
-2.36%

Mutual Advisors, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Mutual Advisors, LLC held 1.74 Mil shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $165.39 Mil. This investment constitutes 4.73% of their stock portfolio, and Mutual Advisors, LLC now holds 0.47% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2019Q2. And since then Mutual Advisors, LLC has made 13 purchases of IEF, at an average price of $96.21, for a total of 2.99 Mil shares. In addition, there have been 11 sales at an average price of $93.31 for 1.26 Mil shares. Based on historical transaction data and IEF's current price of $94.40, Mutual Advisors, LLC's estimated gain on his IEF holdings is $-6.80 Mil, reflecting a -2.36% gain to date.

Mutual Advisors, LLC IEF ($94.40) Holding Chart

Mutual Advisors, LLC 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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