Concert 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
2017
Q3
Sell
2017
Q2
$295K Buy
2016
Q4
Sell
2016
Q3
$830K Sell
2016
Q2
$1.4M Sell
2016
Q1
$1.41M Sell
2015
Q4
$2.03M Buy
2015
Q3
$1.62M Buy
2015
Q2
$778K Buy
2015
Q1
$394K Buy
2014
Q4
$326K Sell
2014
Q3
$388K Sell
2014
Q2
$387K Sell
2014
Q1
$438K Buy
2013
Q4
$339K Sell
2013
Q3
$371K Sell
2013
Q2
$369K Buy