JGP Wealth Management’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
2025
Q3
$342K Sell
2025
Q2
$386K Buy
2025
Q1
$251K Buy
2021
Q2
Sell
2021
Q1
$214K Buy