TPG Financial Advisors, LLC IEF Holdings History
TPG Financial Advisors, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, TPG Financial Advisors, LLC held 145,936.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $13.92 Mil. This investment constitutes 6.15% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.04% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2023Q2. And since then TPG Financial Advisors, LLC has made 4 purchases of IEF, at an average price of $96.08, for a total of 310,734.00 shares. In addition, there have been 3 sales at an average price of $94.15 for 164,798.00 shares. Based on historical transaction data and IEF's current price of $94.40, TPG Financial Advisors, LLC's estimated gain on his IEF holdings is $-563,059.52, reflecting a -1.89% gain to date.
TPG Financial Advisors, LLC IEF ($94.40) Holding Chart
TPG Financial Advisors, 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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