WADE G W & INC IEF Holdings History
WADE G W & INC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2023-12-31, WADE G W & INC held 528,072.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $50.90 Mil. This investment constitutes 1.65% of their stock portfolio, and WADE G W & INC now holds 0.19% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2015Q1. And since then WADE G W & INC has made 19 purchases of IEF, at an average price of $96.93, for a total of 618,139.00 shares. In addition, there have been 8 sales at an average price of $99.75 for 90,067.00 shares. Based on historical transaction data and IEF's current price of $95.26, WADE G W & INC's estimated gain on his IEF holdings is $-629,719.49, reflecting a -1.05% gain to date.
WADE G W & INC IEF ($95.26) Holding Chart
WADE G W & INC IEF ($95.26) 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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