Fortitude Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-378
Closed -$46K 692
2022
Q1
$46K Buy
378
+208
+122% +$26.1K 0.02% 559
2021
Q4
$22K Buy
+170
New +$21.9K 0.01% 816

Other funds holding IEI

Fortitude Advisory Group's IEI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 378 shares — an estimated $46K sold.

Fortitude Advisory Group first reported a position in IEI in Q4 2021 and held it in 2 quarters. The position peaked at $46K in Q1 2022. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 378 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $46K.
  • Fortitude Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $46K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.