Hefty Wealth Partners’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
2016
Q2
Sell
-3,080
Closed -$339K 222
2016
Q1
$339K Sell
3,080
-2,280
-43% -$251K 0.32% 78
2015
Q4
$565K Buy
+5,360
New +$565K 0.54% 69