Fortis Group Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
+5,263
| New | +$623K | 0.11% | 147 |
|
|
2024
Q4 | – | Sell |
-33,250
| Closed | -$3.98M | – | 512 |
|
|
2024
Q3 | $3.98M | Buy |
+33,250
| New | +$3.98M | 0.74% | 41 |
|
|
2024
Q2 | – | Sell |
-2,896
| Closed | -$335K | – | 514 |
|
|
2024
Q1 | $335K | Sell |
2,896
-3,516
| -55% | -$407K | 0.06% | 155 |
|
|
2023
Q4 | $754K | Hold |
6,412
| – | – | 0.19% | 59 |
|
|
2023
Q3 | $754K | Sell |
6,412
-663
| -9% | -$78K | 0.23% | 50 |
|
|
2023
Q2 | $815K | Sell |
7,075
-129
| -2% | -$14.9K | 0.22% | 65 |
|
|
2023
Q1 | $851K | Buy |
+7,204
| New | +$851K | 0.26% | 51 |
|
|
2020
Q3 | $45M | Buy |
+336,823
| New | +$45M | 8.72% | 2 |
|