SFG Wealth Management, LLC. IEF Holdings History
SFG Wealth Management, LLC.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 61,400.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $5.86 Mil. This investment constitutes 2.86% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.02% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2025Q1. And since then SFG Wealth Management, LLC. has made 1 purchases of IEF, at an average price of $93.56, for a total of 61,400.00 shares. Based on historical transaction data and IEF's current price of $94.40, SFG Wealth Management, LLC.'s estimated gain on his IEF holdings is $51,576.00, reflecting a 0.90% gain to date.
SFG Wealth Management, LLC. IEF ($94.40) Holding Chart
SFG Wealth Management, 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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