Summit Financial Consulting LLC IEF Holdings History
Number of Shares
554,550.00
Current Holdings Value*
$53.11 Mil
% of Portfolio
47.73%
Total Estimate Gain
$53,755.44
% of Total Estimate Gain
0.10%
Summit Financial Consulting LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 554,550.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $53.11 Mil. This investment constitutes 47.73% of their stock portfolio, and Summit Financial Consulting LLC now holds 0.15% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2025Q1. And since then Summit Financial Consulting LLC has made 1 purchases of IEF, at an average price of $94.56, for a total of 554,550.00 shares. Based on historical transaction data and IEF's current price of $94.66, Summit Financial Consulting LLC's estimated gain on his IEF holdings is $53,755.44, reflecting a 0.10% gain to date.
Summit Financial Consulting LLC IEF ($94.66) Holding Chart
Summit Financial Consulting LLC IEF ($94.66) 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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