Epstein & White Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,098
Closed -$215K 97
2018
Q2
$215K Sell
2,098
-520
-20% -$53.3K 0.16% 98
2018
Q1
$270K Sell
2,618
-2,140
-45% -$221K 0.17% 90
2017
Q4
$500K Buy
+4,758
New +$500K 0.29% 57