FAM
Formidable Asset Management’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 | $1.98M | Hold |
20,755
| – | – | 0.33% | 58 |
|
|
2025
Q1 | $1.98M | Sell |
20,755
-335
| -2% | -$31.9K | 0.33% | 58 |
|
|
2024
Q4 | $1.95M | Buy |
21,090
+5,528
| +36% | +$511K | 0.32% | 63 |
|
|
2024
Q3 | $1.53M | Sell |
15,562
-664
| -4% | -$65.2K | 0.24% | 82 |
|
|
2024
Q2 | $1.52M | Buy |
16,226
+1,065
| +7% | +$99.7K | 0.25% | 81 |
|
|
2024
Q1 | $1.44M | Buy |
15,161
+4,778
| +46% | +$452K | 0.23% | 92 |
|
|
2023
Q4 | $1M | Buy |
+10,383
| New | +$1M | 0.21% | 92 |
|
|
2020
Q3 | – | Sell |
-2,110
| Closed | -$257K | – | 282 |
|
|
2020
Q2 | $257K | Buy |
+2,110
| New | +$257K | 0.08% | 198 |
|