Number of Shares
189,638.00
Current Holdings Value*
$18.09 Mil
% of Portfolio
8.7%
Total Estimate Gain
$182,127.46
% of Total Estimate Gain
0.88%

Ridgepath Capital Management LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Ridgepath Capital Management LLC held 189,638.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $18.09 Mil. This investment constitutes 8.7% of their stock portfolio, and Ridgepath Capital Management LLC now holds 0.05% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2023Q4. And since then Ridgepath Capital Management LLC has made 1 purchases of IEF, at an average price of $93.41, for a total of 220,725.00 shares. In addition, there have been 1 sales at an average price of $94.77 for 31,087.00 shares. Based on historical transaction data and IEF's current price of $94.15, Ridgepath Capital Management LLC's estimated gain on his IEF holdings is $182,127.46, reflecting a 0.88% gain to date.

Ridgepath Capital Management LLC IEF ($94.15) Holding Chart

Ridgepath Capital Management LLC IEF ($94.15) 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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