AllSquare Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,211	Closed	-$249K	–	460
2019 Q3	$249K	Hold	2,211	–	–	0.18%	71
2019 Q2	$243K	Buy	2,211 +39	+2%	+$4.18K	0.18%	72
2019 Q1	$232K	Hold	2,172	–	–	0.17%	70
2018 Q4	$226K	Hold	2,172	–	–	0.19%	68
2018 Q3	$220K	Buy	2,172 +265	+14%	+$27K	0.16%	72
2018 Q2	$195K	Hold	1,907	–	–	0.15%	76
2018 Q1	$197K	Hold	1,907	–	–	0.16%	73
2017 Q4	$201K	Buy	1,907 +331	+21%	+$35.1K	0.16%	73
2017 Q3	$168K	Buy	+1,576	New	+$169K	0.14%	78
2017 Q2	–	Sell	-1,176	Closed	-$124K	–	268
2017 Q1	$124K	Sell	1,176 -75	-6%	-$7.88K	0.11%	83
2016 Q4	$131K	Hold	1,251	–	–	0.12%	81
2016 Q3	$140K	Buy	1,251 +210	+20%	+$23.5K	0.13%	67
2016 Q2	$118K	Hold	1,041	–	–	0.12%	69
2016 Q1	$115K	Hold	1,041	–	–	0.11%	70
2015 Q4	$110K	Buy	1,041 +71	+7%	+$7.57K	0.11%	73
2015 Q3	$105K	Hold	970	–	–	0.11%	72
2015 Q2	$102K	Buy	970 +295	+44%	+$31.4K	0.1%	81
2015 Q1	$73K	Hold	675	–	–	0.07%	101
2014 Q4	$72K	Buy	+675	New	+$71.2K	0.07%	101