Fortis Group Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17K | Hold |
54
| – | – | ﹤0.01% | 384 |
|
|
2025
Q1 | $5.15K | Hold |
54
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $4.99K | Sell |
54
-39,238
| -100% | -$3.63M | ﹤0.01% | 365 |
|
|
2024
Q3 | $3.86M | Buy |
39,292
+39,238
| +72,663% | +$3.85M | 0.71% | 43 |
|
|
2024
Q2 | $5.06K | Sell |
54
-2,671
| -98% | -$250K | ﹤0.01% | 353 |
|
|
2024
Q1 | $258K | Sell |
2,725
-37,445
| -93% | -$3.54M | 0.05% | 178 |
|
|
2023
Q4 | $3.98M | Buy |
40,170
+54
| +0.1% | +$5.35K | 0.99% | 18 |
|
|
2023
Q3 | $3.98M | Sell |
40,116
-59,361
| -60% | -$5.88M | 1.22% | 15 |
|
|
2023
Q2 | $9.61M | Buy |
99,477
+2,170
| +2% | +$210K | 2.55% | 9 |
|
|
2023
Q1 | $9.7M | Buy |
+97,307
| New | +$9.7M | 2.93% | 5 |
|
|
2020
Q3 | $39.8M | Buy |
+326,815
| New | +$39.8M | 7.72% | 3 |
|