Frontier 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
2022 Q2	$67.6M	Buy	+661,050	New	+$67.8M	4.91%	1
2021 Q3	–	Sell	-2,041	Closed	-$236K	–	432
2021 Q2	$236K	Hold	2,041	–	–	0.02%	378
2021 Q1	$231K	Buy	2,041 +68	+3%	+$7.92K	0.02%	347
2020 Q4	$237K	Buy	1,973 +39	+2%	+$4.69K	0.02%	331
2020 Q3	$236K	Buy	+1,934	New	+$236K	0.02%	317
2017 Q2	–	Sell	-5,484	Closed	-$579K	–	397
2017 Q1	$579K	Sell	5,484 -6,578	-55%	-$691K	0.09%	204
2016 Q4	$1.26M	Sell	12,062 -721	-6%	-$77.5K	0.21%	124
2016 Q3	$1.43M	Sell	12,783 -1,109	-8%	-$124K	0.22%	112
2016 Q2	$1.57M	Buy	13,892 +1,841	+15%	+$204K	0.25%	99
2016 Q1	$1.33M	Sell	12,051 -8,326	-41%	-$908K	0.11%	111
2015 Q4	$2.15M	Buy	20,377 +2,346	+13%	+$250K	0.35%	79
2015 Q3	$1.95M	Sell	18,031 -11,332	-39%	-$1.2M	0.31%	85
2015 Q2	$3.08M	Buy	29,363 +14,373	+96%	+$1.53M	0.47%	47
2015 Q1	$1.63M	Sell	14,990 -18,714	-56%	-$2.02M	0.26%	74
2014 Q4	$3.57M	Buy	+33,704	New	+$3.55M	0.67%	28