Values First Advisors, Inc. IEF Holdings History
Values First Advisors, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Values First Advisors, Inc. held 52,796.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $5.03 Mil. This investment constitutes 2.94% of their stock portfolio, and Values First Advisors, Inc. now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2019Q4. And since then Values First Advisors, Inc. has made 8 purchases of IEF, at an average price of $97.94, for a total of 72,134.00 shares. In addition, there have been 2 sales at an average price of $106.30 for 19,338.00 shares. Based on historical transaction data and IEF's current price of $93.91, Values First Advisors, Inc.'s estimated gain on his IEF holdings is $-50,991.36, reflecting a -0.72% gain to date.
Values First Advisors, Inc. IEF ($93.91) Holding Chart
Values First 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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