Summit Asset Management, LLC IEF Holdings History
Summit Asset Management, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Summit Asset Management, LLC held 188,324.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $17.96 Mil. This investment constitutes 3.11% of their stock portfolio, and Summit Asset Management, LLC now holds 0.05% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2023Q2. And since then Summit Asset Management, LLC has made 7 purchases of IEF, at an average price of $93.23, for a total of 188,324.00 shares. Based on historical transaction data and IEF's current price of $94.40, Summit Asset Management, LLC's estimated gain on his IEF holdings is $219,641.70, reflecting a 1.25% gain to date.
Summit Asset Management, LLC IEF ($94.40) Holding Chart
Summit Asset 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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