Jones Financial Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.31M | Buy |
53,051
+15,794
| +42% | +$1.88M | ﹤0.01% | 442 |
|
|
2025
Q1 | $4.4M | Buy |
37,257
+15,360
| +70% | +$1.81M | ﹤0.01% | 453 |
|
|
2024
Q4 | $2.53M | Buy |
21,897
+15,098
| +222% | +$1.74M | ﹤0.01% | 501 |
|
|
2024
Q3 | $815K | Buy |
6,799
+6,037
| +792% | +$724K | ﹤0.01% | 663 |
|
|
2024
Q2 | $88K | Buy |
762
+681
| +841% | +$78.6K | ﹤0.01% | 1089 |
|
|
2024
Q1 | $9.38K | Sell |
81
-295
| -78% | -$34.2K | ﹤0.01% | 1073 |
|
|
2023
Q4 | $44K | Buy |
+376
| New | +$44K | ﹤0.01% | 490 |
|
|
2023
Q1 | – | Sell |
-259
| Closed | -$30K | – | 665 |
|
|
2022
Q4 | $30K | Buy |
+259
| New | +$30K | ﹤0.01% | 376 |
|
|
2022
Q3 | – | Sell |
-56
| Closed | -$7K | – | 631 |
|
|
2022
Q2 | $7K | Hold |
56
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $7K | Buy |
+56
| New | +$7K | ﹤0.01% | 546 |
|