Number of Shares
455,369.00
Current Holdings Value*
$43.42 Mil
% of Portfolio
5.19%
Total Estimate Gain
$-31,784.98
% of Total Estimate Gain
-0.03%

Virtue Capital Management, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Virtue Capital Management, LLC held 455,369.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $43.42 Mil. This investment constitutes 5.19% of their stock portfolio, and Virtue Capital Management, LLC now holds 0.12% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2018Q4. And since then Virtue Capital Management, LLC has made 11 purchases of IEF, at an average price of $102.98, for a total of 882,362.00 shares. In addition, there have been 13 sales at an average price of $112.06 for 426,993.00 shares. Based on historical transaction data and IEF's current price of $94.40, Virtue Capital Management, LLC's estimated gain on his IEF holdings is $-31,784.98, reflecting a -0.03% gain to date.

Virtue Capital Management, LLC IEF ($94.40) Holding Chart

Virtue Capital Management, LLC IEF ($94.40) 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 %

Top Ranked Articles

  • 1