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 |
|