FAM
Forte Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Hold |
3,250
| – | – | 0.2% | 59 |
|
|
2025
Q1 | $384K | Hold |
3,250
| – | – | 0.19% | 59 |
|
|
2024
Q4 | $376K | Hold |
3,250
| – | – | 0.2% | 56 |
|
|
2024
Q3 | $389K | Hold |
3,250
| – | – | 0.21% | 55 |
|
|
2024
Q2 | $375K | Buy |
3,250
+750
| +30% | +$86.6K | 0.22% | 53 |
|
|
2024
Q1 | $290K | Buy |
+2,500
| New | +$290K | 0.18% | 53 |
|