Fortitude Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Fortitude Advisory Group’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.47M	Sell	25,891 -789	-3%	-$75.9K	1.11%	15
2025 Q4	$2.57M	Buy	26,680 +499	+2%	+$48.3K	1.09%	16
2025 Q3	$2.53M	Buy	26,181 +2,248	+9%	+$215K	1.36%	13
2025 Q2	$2.29M	Sell	23,933 -1,071	-4%	-$101K	1.31%	15
2025 Q1	$2.37M	Buy	+25,004	New	+$2.34M	1.7%	9
2023 Q4	–	Sell	-18,461	Closed	-$1.69M	–	227
2023 Q3	$1.69M	Buy	18,461 +16	+0.1%	+$1.51K	1.14%	13
2023 Q2	$1.78M	Sell	18,445 -2,343	-11%	-$230K	1.31%	11
2023 Q1	$2.06M	Buy	20,788 +2,615	+14%	+$256K	1.6%	7
2022 Q4	$1.74M	Buy	18,173 +196	+1%	+$18.8K	1.48%	8
2022 Q3	$1.73M	Buy	17,977 +17	+0.1%	+$1.73K	1.64%	7
2022 Q2	$1.84M	Buy	17,960 +17,681	+6,337%	+$1.81M	1.68%	5
2022 Q1	$30K	Sell	279 -225	-45%	-$25K	0.02%	685
2021 Q4	$58K	Buy	+504	New	+$57.9K	0.03%	500

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Fortitude Advisory Group's IEF Position: Q1 2026 in Review

Fortitude Advisory Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3% in Q1 2026, selling an estimated $75.9K and leaving 25,891 shares worth $2.47M. The position accounts for 1.11% of the portfolio, ranked #15.

Fortitude Advisory Group first reported a position in IEF in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.57M in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Fortitude Advisory Group held 25,891 shares of iShares 7-10 Year Treasury Bond ETF worth $2.47M as of Q1 2026.
Fortitude Advisory Group sold 789 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $75.9K.
iShares 7-10 Year Treasury Bond ETF made up 1.11% of Fortitude Advisory Group's portfolio in Q1 2026, its #15 holding.
Fortitude Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
Fortitude Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.57M in Q4 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.