Epstein & White Financial’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
2018
Q2
Sell
-1,701
Closed -$205K 109
2018
Q1
$205K Sell
1,701
-3,209
-65% -$387K 0.13% 105
2017
Q4
$598K Buy
+4,910
New +$598K 0.35% 45