FSA
Financial Services Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.68M | Buy |
+80,223
| New | +$7.68M | 3.71% | 8 |
|
2024
Q4 | – | Sell |
-13,682
| Closed | -$1.34M | – | 57 |
|
2024
Q3 | $1.34M | Buy |
+13,682
| New | +$1.34M | 0.32% | 39 |
|
2023
Q3 | – | Sell |
-14,887
| Closed | -$1.44M | – | 49 |
|
2023
Q2 | $1.44M | Sell |
14,887
-607
| -4% | -$58.6K | 0.59% | 25 |
|
2023
Q1 | $1.54M | Buy |
+15,494
| New | +$1.54M | 1.01% | 17 |
|