Jackson Thornton Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,088
| Closed | -$489K | – | 88 |
|
|
2024
Q3 | $489K | Hold |
4,088
| – | – | 0.06% | 44 |
|
|
2024
Q2 | $472K | Hold |
4,088
| – | – | 0.07% | 40 |
|
|
2024
Q1 | $473K | Hold |
4,088
| – | – | 0.08% | 33 |
|
|
2023
Q4 | $479K | Hold |
4,088
| – | – | 0.09% | 30 |
|
|
2023
Q3 | $463K | Sell |
4,088
-13
| -0.3% | -$1.47K | 0.1% | 26 |
|
|
2023
Q2 | $473K | Hold |
4,101
| – | – | 0.1% | 25 |
|
|
2023
Q1 | $482K | Hold |
4,101
| – | – | 0.11% | 25 |
|
|
2022
Q4 | $471K | Hold |
4,101
| – | – | 0.11% | 20 |
|
|
2022
Q3 | $469K | Hold |
4,101
| – | – | 0.13% | 21 |
|
|
2022
Q2 | $489K | Hold |
4,101
| – | – | 0.14% | 16 |
|
|
2022
Q1 | $501K | Sell |
4,101
-200
| -5% | -$24.4K | 0.13% | 16 |
|
|
2021
Q4 | $553K | Buy |
+4,301
| New | +$553K | 0.16% | 11 |
|