U S WEALTH GROUP, LLC. IEF Holdings History
U S WEALTH GROUP, LLC.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, U S WEALTH GROUP, LLC. held 84,690.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $8.08 Mil. This investment constitutes 7.81% of their stock portfolio, and U S WEALTH GROUP, LLC. now holds 0.02% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $93.56 for 1,726.00 shares. Based on historical transaction data and IEF's current price of $94.66, U S WEALTH GROUP, LLC.'s estimated gain on his IEF holdings is $18,841.24, reflecting a 0.23% gain to date.
U S WEALTH GROUP, LLC. IEF ($94.66) Holding Chart
U S WEALTH GROUP, LLC. IEF ($94.66) 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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