Gilliland Jeter Wealth Management LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Gilliland Jeter Wealth Management LLC

4,921

Previous 3,900 26.18%

$262 Million

Previous $206 Million 27.16%

0.08%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	N/A	1,021 Added 26.18%	4,921 $262 Million
Q2 2025 Jul 24, 2025	BUY	N/A	3,900 New	3,900 $206 Million
Q3 2024 Oct 18, 2024	BUY	N/A	813 Added 144.66%	1,375 $73.6 Million
Q3 2024 Oct 17, 2024	SELL	N/A	-253 Reduced 31.04%	562 $29.5 Million
Q2 2024 Jul 24, 2024	BUY	N/A	253 Added 45.02%	815 $42.5 Million
Q1 2024 May 02, 2024	BUY	N/A	562 New	562 $29.5 Million

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