JFS Wealth Advisors’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 |
-625
| Closed | -$74.8K | – | 1970 |
|
|
2024
Q3 | $74.8K | Buy |
+625
| New | +$74.8K | 0.01% | 405 |
|
|
2018
Q4 | – | Sell |
-161
| Closed | -$19K | – | 495 |
|
|
2018
Q3 | $19K | Hold |
161
| – | – | ﹤0.01% | 330 |
|
|
2018
Q2 | $19K | Hold |
161
| – | – | 0.01% | 317 |
|
|
2018
Q1 | $19K | Sell |
161
-12
| -7% | -$1.42K | 0.01% | 320 |
|
|
2017
Q4 | $21K | Buy |
173
+12
| +7% | +$1.46K | 0.01% | 328 |
|
|
2017
Q3 | $20K | Hold |
161
| – | – | 0.01% | 322 |
|
|
2017
Q2 | $20K | Hold |
161
| – | – | 0.01% | 301 |
|
|
2017
Q1 | $20K | Hold |
161
| – | – | 0.01% | 308 |
|
|
2016
Q4 | $20K | Sell |
161
-316
| -66% | -$39.3K | 0.01% | 308 |
|
|
2016
Q3 | $60K | Buy |
477
+422
| +767% | +$53.1K | 0.02% | 223 |
|
|
2016
Q2 | $7K | Hold |
55
| – | – | ﹤0.01% | 413 |
|
|
2016
Q1 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 428 |
|