FAG
Fortitude Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
23,933
-1,071
| -4% | -$103K | 1.31% | 15 |
|
|
2025
Q1 | $2.37M | Buy |
+25,004
| New | +$2.37M | 1.7% | 9 |
|
|
2023
Q4 | – | Sell |
-18,461
| Closed | -$1.69M | – | 227 |
|
|
2023
Q3 | $1.69M | Buy |
18,461
+16
| +0.1% | +$1.47K | 1.14% | 13 |
|
|
2023
Q2 | $1.78M | Sell |
18,445
-2,343
| -11% | -$226K | 1.31% | 11 |
|
|
2023
Q1 | $2.06M | Buy |
20,788
+2,615
| +14% | +$259K | 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% | +$1.63K | 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% | -$24.2K | 0.02% | 677 |
|
|
2021
Q4 | $58K | Buy |
+504
| New | +$58K | 0.03% | 492 |
|