Tobias Financial Advisors, Inc. IEF Holdings History
Tobias Financial Advisors, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 5,177.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $493,740.00. This investment constitutes 0.1% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2023Q4. And since then Tobias Financial Advisors, Inc. has made 5 purchases of IEF, at an average price of $92.88, for a total of 354,828.00 shares. In addition, there have been 1 sales at an average price of $93.56 for 349,651.00 shares. Based on historical transaction data and IEF's current price of $93.91, Tobias Financial Advisors, Inc.'s estimated gain on his IEF holdings is $241,604.28, reflecting a 0.73% gain to date.
Tobias Financial Advisors, Inc. IEF ($93.91) Holding Chart
Tobias Financial Advisors, Inc. IEF ($93.91) 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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