Jackson Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Jackson Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,224	Closed	-$286K	–	116
2021 Q4	$286K	Buy	+2,224	New	+$287K	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	+$395K	0.09%	98
2015 Q4	–	Sell	-36,496	Closed	-$4.55M	–	89
2015 Q3	$4.55M	Buy	+36,496	New	+$4.51M	1.63%	13

Other funds holding IEI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Jackson Wealth Management's IEI Position: Q1 2022 in Review

Jackson Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 2,224 shares — an estimated $286K sold.

Jackson Wealth Management first reported a position in IEI in Q3 2015 and held it in 4 quarters. The position peaked at $4.55M in Q3 2015. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Jackson Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Jackson Wealth Management sold 2,224 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $286K.
Jackson Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 4 quarters.
Jackson Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.55M in Q3 2015.
536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Jackson Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.