Wellspring Financial Advisors, LLC IEF Holdings History
Wellspring Financial Advisors, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 21,800.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $2.08 Mil. This investment constitutes 0.23% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2022Q2. And since then Wellspring Financial Advisors, LLC has made 8 purchases of IEF, at an average price of $97.03, for a total of 149,234.00 shares. In addition, there have been 4 sales at an average price of $94.30 for 127,434.00 shares. Based on historical transaction data and IEF's current price of $95.00, Wellspring Financial Advisors, LLC's estimated gain on his IEF holdings is $-392,042.90, reflecting a -2.71% gain to date.
Wellspring Financial Advisors, LLC IEF ($95.00) Holding Chart
Wellspring Financial Advisors, LLC IEF ($95.00) 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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