JIP
Jaffetilchin Investment Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
7,333
+47
| +0.6% | +$5.6K | 0.06% | 198 |
|
|
2025
Q1 | $861K | Buy |
7,286
+1,136
| +18% | +$134K | 0.06% | 189 |
|
|
2024
Q4 | $711K | Buy |
6,150
+1,904
| +45% | +$220K | 0.05% | 193 |
|
|
2024
Q3 | $508K | Buy |
4,246
+73
| +2% | +$8.73K | 0.04% | 223 |
|
|
2024
Q2 | $482K | Buy |
4,173
+644
| +18% | +$74.4K | 0.04% | 222 |
|
|
2024
Q1 | $409K | Buy |
+3,529
| New | +$409K | 0.04% | 242 |
|
|
2020
Q2 | – | Sell |
-12,366
| Closed | -$1.65M | – | 218 |
|
|
2020
Q1 | $1.65M | Buy |
12,366
+593
| +5% | +$79.1K | 0.58% | 26 |
|
|
2019
Q4 | $1.48M | Hold |
11,773
| – | – | 0.32% | 57 |
|
|
2019
Q3 | $1.49M | Buy |
11,773
+375
| +3% | +$47.6K | 0.36% | 52 |
|
|
2019
Q2 | $1.43M | Buy |
11,398
+91
| +0.8% | +$11.4K | 0.33% | 50 |
|
|
2019
Q1 | $1.39M | Buy |
+11,307
| New | +$1.39M | 0.31% | 46 |
|