Fortitude Advisory Group L.L.C. IEF Holdings History
Fortitude Advisory Group L.L.C.'s iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Fortitude Advisory Group L.L.C. held 25,004.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $2.37 Mil. This investment constitutes 1.7% of their stock portfolio, and Fortitude Advisory Group L.L.C. now holds 0.01% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2021Q4. And since then Fortitude Advisory Group L.L.C. has made 6 purchases of IEF, at an average price of $97.34, for a total of 46,033.00 shares. In addition, there have been 3 sales at an average price of $93.27 for 21,029.00 shares. Based on historical transaction data and IEF's current price of $94.40, Fortitude Advisory Group L.L.C.'s estimated gain on his IEF holdings is $-159,260.85, reflecting a -3.55% gain to date.
Fortitude Advisory Group L.L.C. IEF ($94.40) Holding Chart
Fortitude Advisory Group L.L.C. IEF ($94.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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