Fortune Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
26,368
+1,036
| +4% | +$123K | 2.53% | 9 |
|
|
2025
Q1 | $2.99M | Sell |
25,332
-59
| -0.2% | -$6.97K | 2.58% | 8 |
|
|
2024
Q4 | $2.93M | Buy |
25,391
+653
| +3% | +$75.5K | 2.67% | 7 |
|
|
2024
Q3 | $2.96M | Buy |
24,738
+346
| +1% | +$41.4K | 2.68% | 8 |
|
|
2024
Q2 | $2.82M | Buy |
24,392
+895
| +4% | +$103K | 1.72% | 15 |
|
|
2024
Q1 | $2.72M | Buy |
23,497
+175
| +0.8% | +$20.3K | 1.72% | 15 |
|
|
2023
Q4 | $2.73M | Buy |
23,322
+102
| +0.4% | +$11.9K | 1.91% | 13 |
|
|
2023
Q3 | $2.63M | Buy |
23,220
+105
| +0.5% | +$11.9K | 2.01% | 12 |
|
|
2023
Q2 | $2.66M | Buy |
+23,115
| New | +$2.66M | 2% | 11 |
|