Number of Shares
53,576.00
Current Holdings Value*
$5.11 Mil
% of Portfolio
3.82%
Total Estimate Gain
$-362,360.32
% of Total Estimate Gain
-6.67%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held 53,576.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $5.11 Mil. This investment constitutes 3.82% of their stock portfolio, and TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2020Q4. And since then TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC has made 6 purchases of IEF, at an average price of $101.01, for a total of 53,791.00 shares. In addition, there have been 2 sales at an average price of $102.12 for 215.00 shares. Based on historical transaction data and IEF's current price of $94.25, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's estimated gain on his IEF holdings is $-362,360.32, reflecting a -6.67% gain to date.

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC IEF ($94.25) Holding Chart

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC IEF ($94.25) 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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