Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,224
| Closed | -$286K | – | 116 |
|
|
2021
Q4 | $286K | Buy |
+2,224
| New | +$286K | 0.04% | 109 |
|
|
2021
Q3 | – | Sell |
-2,547
| Closed | -$332K | – | 101 |
|
|
2021
Q2 | $332K | Buy |
+2,547
| New | +$332K | 0.04% | 116 |
|
|
2020
Q2 | – | Sell |
-3,067
| Closed | -$410K | – | 130 |
|
|
2020
Q1 | $410K | Buy |
+3,067
| New | +$410K | 0.09% | 98 |
|
|
2015
Q4 | – | Sell |
-36,496
| Closed | -$4.55M | – | 89 |
|
|
2015
Q3 | $4.55M | Buy |
+36,496
| New | +$4.55M | 1.63% | 13 |
|