Sound Financial Strategies Group, LLC IEF Holdings History
Sound Financial Strategies Group, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Sound Financial Strategies Group, LLC held 106,171.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $10.13 Mil. This investment constitutes 9.04% of their stock portfolio, and Sound Financial Strategies Group, LLC now holds 0.03% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2020Q1. And since then Sound Financial Strategies Group, LLC has made 5 purchases of IEF, at an average price of $98.47, for a total of 1.01 Mil shares. In addition, there have been 8 sales at an average price of $99.01 for 903,402.00 shares. Based on historical transaction data and IEF's current price of $94.23, Sound Financial Strategies Group, LLC's estimated gain on his IEF holdings is $30,926.26, reflecting a 0.03% gain to date.
Sound Financial Strategies Group, LLC IEF ($94.23) Holding Chart
Sound Financial Strategies Group, LLC IEF ($94.23) 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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