Agilis Partners’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
2015
Q3
Sell
-19,618
Closed -$2.41M 13
2015
Q2
$2.41M Buy
19,618
+3,728
+23% +$458K 2% 11
2015
Q1
$1.97M Hold
15,890
1.63% 11
2014
Q4
$1.94M Buy
+15,890
New +$1.94M 1.76% 11