Traverso Chambers Private Wealth Management, LLC IEF Holdings History
Traverso Chambers Private Wealth Management, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 5,381.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $518,680.00. This investment constitutes 0.13% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2020Q1. And since then Traverso Chambers Private Wealth Management, LLC has made 2 purchases of IEF, at an average price of $101.68, for a total of 9,151.00 shares. In addition, there have been 1 sales at an average price of $121.27 for 3,770.00 shares. Based on historical transaction data and IEF's current price of $94.44, Traverso Chambers Private Wealth Management, LLC's estimated gain on his IEF holdings is $34,836.35, reflecting a 3.74% gain to date.
Traverso Chambers Private Wealth Management, LLC IEF ($94.44) Holding Chart
Traverso Chambers Private Wealth Management, LLC IEF ($94.44) 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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