Werba Rubin Papier Wealth Management IEF Holdings History
Werba Rubin Papier Wealth Management's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 96,386.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $9.19 Mil. This investment constitutes 2% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.03% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2024Q3. And since then Werba Rubin Papier Wealth Management has made 2 purchases of IEF, at an average price of $93.98, for a total of 96,386.00 shares. Based on historical transaction data and IEF's current price of $95.00, Werba Rubin Papier Wealth Management's estimated gain on his IEF holdings is $98,269.43, reflecting a 1.08% gain to date.
Werba Rubin Papier Wealth Management IEF ($95.00) Holding Chart
Werba Rubin Papier Wealth Management 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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