PFO
TZV

Pathstone Family Office’s ISHARES TARGET DATE 2040 ETF TZV Stock Holding History

Pathstone Family Office’s Portfolio TZV Stock Details TZV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,690
Closed -$73K – 252
2013
Q4 		$73K Hold
1,690
– – 0.16% 30
2013
Q3 		$69K Hold
1,690
– – 0.3% 53
2013
Q2 		$66K Buy
+1,690
New +$66K 0.08% 79