Phillips Wealth Planners LLC IEF Holdings History
Phillips Wealth Planners LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held - shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 6 purchases of IEF, at an average price of $95.08, for a total of 5,017.00 shares. In addition, there have been 4 sales at an average price of $94.60 for 5,017.00 shares. Based on historical transaction data and IEF's current price of $94.66, Phillips Wealth Planners LLC's estimated gain on his IEF holdings is $-2,426.37, reflecting a -0.51% gain to date.
Phillips Wealth Planners LLC IEF ($94.66) Holding Chart
Phillips Wealth Planners LLC IEF ($94.66) 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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