WCG Wealth Advisors LLC IEF Holdings History
WCG Wealth Advisors LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 248,238.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $23.67 Mil. This investment constitutes 1.81% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0.07% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2022Q3. And since then WCG Wealth Advisors LLC has made 6 purchases of IEF, at an average price of $99.09, for a total of 336,716.00 shares. In addition, there have been 5 sales at an average price of $94.54 for 88,478.00 shares. Based on historical transaction data and IEF's current price of $94.40, WCG Wealth Advisors LLC's estimated gain on his IEF holdings is $-1.57 Mil, reflecting a -4.70% gain to date.
WCG Wealth Advisors LLC IEF ($94.40) Holding Chart
WCG Wealth Advisors 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 % | |||
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