Fortis Group Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.21K | Hold |
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2025
Q2 | $5.17K | Hold |
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2025
Q1 | $5.15K | Hold |
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|
2024
Q4 | $4.99K | Sell |
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|
2024
Q3 | $3.86M | Buy |
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|
2024
Q2 | $5.06K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $3.98M | Buy |
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|
2023
Q3 | $3.98M | Sell |
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|
2023
Q2 | $9.61M | Buy |
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|
2023
Q1 | $9.7M | Buy |
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|
2020
Q3 | $39.8M | Buy |
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