RETIREMENT FINANCIAL SOLUTIONS, LLC IEF Holdings History
RETIREMENT FINANCIAL SOLUTIONS, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, RETIREMENT FINANCIAL SOLUTIONS, LLC held 146,805.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $14.00 Mil. This investment constitutes 8.47% of their stock portfolio, and RETIREMENT FINANCIAL SOLUTIONS, LLC now holds 0.04% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2022Q4. And since then RETIREMENT FINANCIAL SOLUTIONS, LLC has made 5 purchases of IEF, at an average price of $95.75, for a total of 174,299.00 shares. In addition, there have been 4 sales at an average price of $93.33 for 27,494.00 shares. Based on historical transaction data and IEF's current price of $94.40, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his IEF holdings is $-265,534.99, reflecting a -1.59% gain to date.
RETIREMENT FINANCIAL SOLUTIONS, LLC IEF ($94.40) Holding Chart
RETIREMENT FINANCIAL SOLUTIONS, 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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