Jones Financial Companies’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
Q2 | $6.31M | Buy |
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2025
Q1 | $4.4M | Buy |
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2024
Q4 | $2.53M | Buy |
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|
2024
Q3 | $815K | Buy |
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|
2024
Q2 | $88K | Buy |
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|
2024
Q1 | $9.38K | Sell |
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|
2023
Q4 | $44K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $30K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $7K | Buy |
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