JWM
JPL Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
42,836
+4,380
| +11% | +$522K | 1.38% | 23 |
|
|
2025
Q1 | $4.54M | Buy |
38,456
+2,746
| +8% | +$324K | 1.3% | 25 |
|
|
2024
Q4 | $4.13M | Buy |
+35,710
| New | +$4.13M | 1.18% | 26 |
|
|
2024
Q2 | $1.7M | Buy |
14,740
+2,794
| +23% | +$323K | 0.83% | 59 |
|
|
2024
Q1 | $1.38M | Buy |
11,946
+3,791
| +46% | +$439K | 0.76% | 60 |
|
|
2023
Q4 | $955K | Buy |
+8,155
| New | +$955K | 0.69% | 70 |
|