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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