RGT Wealth Advisors, LLC IEF Holdings History
Number of Shares
979,773.00
Current Holdings Value*
$94.05 Mil
% of Portfolio
14.99%
Total Estimate Gain
$-5.95 Mil
% of Total Estimate Gain
-6.02%
RGT Wealth Advisors, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2022-09-30, RGT Wealth Advisors, LLC held 979,773.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $94.05 Mil. This investment constitutes 14.99% of their stock portfolio, and RGT Wealth Advisors, LLC now holds 0.43% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2022Q3. And since then RGT Wealth Advisors, LLC has made 1 purchases of IEF, at an average price of $100.88, for a total of 979,773.00 shares. Based on historical transaction data and IEF's current price of $94.81, RGT Wealth Advisors, LLC's estimated gain on his IEF holdings is $-5.95 Mil, reflecting a -6.02% gain to date.
RGT Wealth Advisors, LLC IEF ($94.81) Holding Chart
RGT Wealth Advisors, LLC IEF ($94.81) 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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