JFS Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-625	Closed	-$74.8K	–	1970
2024 Q3	$74.8K	Buy	+625	New	+$73.9K	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%	-$1.45K	0.01%	320
2017 Q4	$21K	Buy	173 +12	+7%	+$1.47K	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%	-$39.2K	0.01%	308
2016 Q3	$60K	Buy	477 +422	+767%	+$53.4K	0.02%	223
2016 Q2	$7K	Hold	55	–	–	﹤0.01%	413
2016 Q1	$7K	Buy	+55	New	+$6.87K	﹤0.01%	428