JWM
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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

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return