KCS Wealth Advisory’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
Q3
Sell
-4,288
Closed -$515K 152
2018
Q2
$515K Sell
4,288
-942
-18% -$113K 0.48% 96
2018
Q1
$631K Buy
5,230
+1,442
+38% +$174K 0.57% 70
2017
Q4
$463K Buy
+3,788
New +$463K 0.45% 86