Tanglewood Wealth Management, Inc. IEF Holdings History
Tanglewood Wealth Management, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Tanglewood Wealth Management, Inc. held 558,606.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $53.27 Mil. This investment constitutes 5.99% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 0.15% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2015Q4. And since then Tanglewood Wealth Management, Inc. has made 5 purchases of IEF, at an average price of $95.56, for a total of 1.40 Mil shares. In addition, there have been 3 sales at an average price of $102.44 for 842,597.00 shares. Based on historical transaction data and IEF's current price of $94.12, Tanglewood Wealth Management, Inc.'s estimated gain on his IEF holdings is $5.00 Mil, reflecting a 3.73% gain to date.
Tanglewood Wealth Management, Inc. IEF ($94.12) Holding Chart
Tanglewood Wealth Management, Inc. IEF ($94.12) 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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