FAM
Forte 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 | $3.48M | Sell |
36,309
-3,445
| -9% | -$330K | 1.77% | 23 |
|
|
2025
Q1 | $3.79M | Sell |
39,754
-2,678
| -6% | -$255K | 1.91% | 20 |
|
|
2024
Q4 | $3.92M | Buy |
42,432
+2,361
| +6% | +$218K | 2.08% | 19 |
|
|
2024
Q3 | $3.93M | Sell |
40,071
-8,276
| -17% | -$812K | 2.1% | 16 |
|
|
2024
Q2 | $4.53M | Buy |
48,347
+5,373
| +13% | +$503K | 2.67% | 14 |
|
|
2024
Q1 | $4.07M | Buy |
42,974
+5,500
| +15% | +$521K | 2.47% | 16 |
|
|
2023
Q4 | $3.61M | Buy |
+37,474
| New | +$3.61M | 2.47% | 17 |
|
|
2022
Q4 | – | Sell |
-6,748
| Closed | -$648K | – | 68 |
|
|
2022
Q3 | $648K | Buy |
6,748
+2,248
| +50% | +$216K | 0.43% | 47 |
|
|
2022
Q2 | $460K | Buy |
+4,500
| New | +$460K | 0.32% | 51 |
|