JNBA Financial 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
2023
Q2
Sell
-354
Closed -$41.6K 728
2023
Q1
$41.6K Buy
+354
New +$41.6K 0.01% 304
2021
Q4
Sell
-62
Closed -$8K 842
2021
Q3
$8K Hold
62
﹤0.01% 540
2021
Q2
$8K Hold
62
﹤0.01% 506
2021
Q1
$8K Buy
+62
New +$8K ﹤0.01% 492
2019
Q3
Sell
-23
Closed -$3K 640
2019
Q2
$3K Buy
+23
New +$3K ﹤0.01% 564