WEALTH MANAGEMENT RESOURCES, INC. IEF Holdings History
WEALTH MANAGEMENT RESOURCES, INC.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 287,546.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $27.42 Mil. This investment constitutes 9.95% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 0.07% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2022Q4. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 9 purchases of IEF, at an average price of $95.19, for a total of 300,709.00 shares. In addition, there have been 1 sales at an average price of $94.42 for 13,163.00 shares. Based on historical transaction data and IEF's current price of $94.93, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his IEF holdings is $-85,149.90, reflecting a -0.30% gain to date.
WEALTH MANAGEMENT RESOURCES, INC. IEF ($94.93) Holding Chart
WEALTH MANAGEMENT RESOURCES, INC. IEF ($94.93) 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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