Number of Shares
50,004.00
Current Holdings Value*
$4.77 Mil
% of Portfolio
1.96%
Total Estimate Gain
$80,352.96
% of Total Estimate Gain
1.01%

One Degree Advisors Inc's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, One Degree Advisors Inc held 50,004.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $4.77 Mil. This investment constitutes 1.96% of their stock portfolio, and One Degree Advisors Inc now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2023Q4. And since then One Degree Advisors Inc has made 4 purchases of IEF, at an average price of $93.46, for a total of 85,173.00 shares. In addition, there have been 1 sales at an average price of $94.42 for 35,169.00 shares. Based on historical transaction data and IEF's current price of $94.40, One Degree Advisors Inc's estimated gain on his IEF holdings is $80,352.96, reflecting a 1.01% gain to date.

One Degree Advisors Inc IEF ($94.40) Holding Chart

One Degree Advisors 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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