Fortune Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$981K Buy
2025
Q2
$973K Sell
2025
Q1
$969K Sell
2024
Q4
$945K Buy
2024
Q3
$1M Buy
2024
Q2
$956K Buy
2024
Q1
$965K Buy
2023
Q4
$983K Sell
2023
Q3
$958K Buy
2023
Q2
$1.01M Buy