Convergent Wealth Advisors’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
2015
Q3
$22.6M Sell
2015
Q2
$27M Sell
2015
Q1
$36.3M Sell
2014
Q4
$49.7M Sell
2014
Q3
$52.6M Buy
2014
Q2
$46.9M Buy
2014
Q1
$1.09M Buy