Integrated Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Integrated Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$245K	Sell
2016 Q4	$248K	Buy
2016 Q3	$207K	Hold
2016 Q2	$208K	Sell
2016 Q1	$222K	Hold
2015 Q4	$216K	Sell
2015 Q3	$222K	Buy
2015 Q2	$218K	Buy
2015 Q1	$217K	Buy