Number of Shares
88,790.00
Current Holdings Value*
$8.47 Mil
% of Portfolio
1.32%
Total Estimate Gain
$15,665.19
% of Total Estimate Gain
0.19%

Premier Path Wealth Partners, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Premier Path Wealth Partners, LLC held 88,790.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $8.47 Mil. This investment constitutes 1.32% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0.02% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 5 purchases of IEF, at an average price of $94.48, for a total of 88,790.00 shares. Based on historical transaction data and IEF's current price of $94.66, Premier Path Wealth Partners, LLC's estimated gain on his IEF holdings is $15,665.19, reflecting a 0.19% gain to date.

Premier Path Wealth Partners, LLC IEF ($94.66) Holding Chart

Premier Path Wealth Partners, 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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