Fortune Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
10,164
-1
| -0% | -$96 | 0.78% | 41 |
|
|
2025
Q1 | $969K | Sell |
10,165
-56
| -0.5% | -$5.34K | 0.84% | 38 |
|
|
2024
Q4 | $945K | Buy |
10,221
+10
| +0.1% | +$924 | 0.86% | 37 |
|
|
2024
Q3 | $1M | Buy |
10,211
+6
| +0.1% | +$589 | 0.91% | 37 |
|
|
2024
Q2 | $956K | Buy |
10,205
+7
| +0.1% | +$656 | 0.59% | 55 |
|
|
2024
Q1 | $965K | Buy |
10,198
+4
| +0% | +$379 | 0.61% | 49 |
|
|
2023
Q4 | $983K | Sell |
10,194
-265
| -3% | -$25.5K | 0.69% | 48 |
|
|
2023
Q3 | $958K | Buy |
10,459
+6
| +0.1% | +$550 | 0.73% | 44 |
|
|
2023
Q2 | $1.01M | Buy |
+10,453
| New | +$1.01M | 0.76% | 42 |
|