Jones Financial Companies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4M | Buy |
88,082
+26,671
| +43% | +$2.54M | 0.01% | 393 |
|
|
2025
Q1 | $5.84M | Buy |
61,411
+15,720
| +34% | +$1.49M | 0.01% | 393 |
|
|
2024
Q4 | $4.22M | Buy |
45,691
+18,576
| +69% | +$1.72M | ﹤0.01% | 387 |
|
|
2024
Q3 | $2.67M | Buy |
27,115
+18,907
| +230% | +$1.86M | ﹤0.01% | 395 |
|
|
2024
Q2 | $769K | Buy |
+8,208
| New | +$769K | ﹤0.01% | 465 |
|
|
2024
Q1 | – | Sell |
-750
| Closed | -$72.3K | – | 1410 |
|
|
2023
Q4 | $72.3K | Buy |
+750
| New | +$72.3K | ﹤0.01% | 436 |
|
|
2023
Q1 | – | Sell |
-191
| Closed | -$18K | – | 664 |
|
|
2022
Q4 | $18K | Buy |
+191
| New | +$18K | ﹤0.01% | 432 |
|
|
2022
Q3 | – | Sell |
-167
| Closed | -$17K | – | 630 |
|
|
2022
Q2 | $17K | Buy |
+167
| New | +$17K | ﹤0.01% | 426 |
|