JPL Wealth Management’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
$5.1M Buy
2025
Q1
$4.54M Buy
2024
Q4
$4.13M Buy
2024
Q2
$1.7M Buy
2024
Q1
$1.38M Buy
2023
Q4
$955K Buy