Regal Investment Advisors’s ISHARES TARGET DATE 2015 ETF TZE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
2014
Q1
$7K Sell
2013
Q4
$37K Hold
2013
Q3
$36K Hold
2013
Q2
$35K Buy