Number of Shares
56,885.00
Current Holdings Value*
$5.33 Mil
% of Portfolio
2.46%
Total Estimate Gain
$144,273.68
% of Total Estimate Gain
1.67%

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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