Number of Shares
19,820.00
Current Holdings Value*
$1.86 Mil
% of Portfolio
1.36%
Total Estimate Gain
$-87,431.09
% of Total Estimate Gain
-2.84%

Spotlight Asset Group, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2024-06-30, Spotlight Asset Group, Inc. held 19,820.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $1.86 Mil. This investment constitutes 1.36% of their stock portfolio, and Spotlight Asset Group, Inc. now holds -% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2020Q2. And since then Spotlight Asset Group, Inc. has made 3 purchases of IEF, at an average price of $102.27, for a total of 30,053.00 shares. In addition, there have been 4 sales at an average price of $109.12 for 10,233.00 shares. Based on historical transaction data and IEF's current price of $94.32, Spotlight Asset Group, Inc.'s estimated gain on his IEF holdings is $-87,431.09, reflecting a -2.84% gain to date.

Spotlight Asset Group, Inc. IEF ($94.32) Holding Chart

Spotlight Asset Group, Inc. IEF ($94.32) 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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