Wunderlich Capital Managemnt IEF Holdings History
Wunderlich Capital Managemnt's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2024-06-30, Wunderlich Capital Managemnt held 56,885.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $5.33 Mil. This investment constitutes 2.46% of their stock portfolio, and Wunderlich Capital Managemnt now holds -% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2014Q1. And since then Wunderlich Capital Managemnt has made 14 purchases of IEF, at an average price of $97.40, for a total of 88,446.00 shares. In addition, there have been 9 sales at an average price of $107.84 for 31,561.00 shares. Based on historical transaction data and IEF's current price of $94.14, Wunderlich Capital Managemnt's estimated gain on his IEF holdings is $144,273.68, reflecting a 1.67% gain to date.
Wunderlich Capital Managemnt IEF ($94.14) Holding Chart
Wunderlich Capital Managemnt IEF ($94.14) 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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