Smith Salley Wealth Management IEF Holdings History
Smith Salley Wealth Management's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Smith Salley Wealth Management held - shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Smith Salley Wealth Management now holds 0% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2022Q2. And since then Smith Salley Wealth Management has made 9 purchases of IEF, at an average price of $98.69, for a total of 108,295.00 shares. In addition, there have been 4 sales at an average price of $94.58 for 108,295.00 shares. Based on historical transaction data and IEF's current price of $94.40, Smith Salley Wealth Management's estimated gain on his IEF holdings is $-445,868.07, reflecting a -4.17% gain to date.
Smith Salley Wealth Management IEF ($94.40) Holding Chart
Smith Salley Wealth Management 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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