Number of Shares
259,621.00
Current Holdings Value*
$24.76 Mil
% of Portfolio
5.64%
Total Estimate Gain
$-1.32 Mil
% of Total Estimate Gain
-4.47%

WEST PACES ADVISORS INC.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, WEST PACES ADVISORS INC. held 259,621.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $24.76 Mil. This investment constitutes 5.64% of their stock portfolio, and WEST PACES ADVISORS INC. now holds 0.07% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2018Q4. And since then WEST PACES ADVISORS INC. has made 14 purchases of IEF, at an average price of $100.73, for a total of 293,760.00 shares. In addition, there have been 4 sales at an average price of $100.72 for 34,139.00 shares. Based on historical transaction data and IEF's current price of $95.64, WEST PACES ADVISORS INC.'s estimated gain on his IEF holdings is $-1.32 Mil, reflecting a -4.47% gain to date.

WEST PACES ADVISORS INC. IEF ($95.64) Holding Chart

WEST PACES ADVISORS INC. IEF ($95.64) 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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