SFMG Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-11,427	Closed	-$1.37M	–	246
2020 Q4	$1.37M	Sell	11,427 -83	-0.7%	-$9.98K	0.17%	62
2020 Q3	$1.4M	Sell	11,510 -2,148	-16%	-$262K	0.19%	49
2020 Q2	$1.67M	Buy	13,658 +48	+0.4%	+$5.83K	0.24%	41
2020 Q1	$1.65M	Sell	13,610 -34	-0.2%	-$3.91K	0.25%	31
2019 Q4	$1.5M	Sell	13,644 -1,575	-10%	-$176K	0.18%	50
2019 Q3	$1.71M	Sell	15,219 -93	-0.6%	-$10.4K	0.23%	32
2019 Q2	$1.68M	Buy	+15,312	New	+$1.64M	0.23%	28
2017 Q4	–	Sell	-6,494	Closed	-$692K	–	151
2017 Q3	$692K	Sell	6,494 -307	-5%	-$32.9K	0.14%	53
2017 Q2	$725K	Sell	6,801 -1,649	-20%	-$176K	0.15%	52
2017 Q1	$892K	Sell	8,450 -797	-9%	-$83.7K	0.18%	43
2016 Q4	$969K	Sell	9,247 -11,019	-54%	-$1.18M	0.21%	43
2016 Q3	$2.27M	Sell	20,266 -1,430	-7%	-$160K	0.5%	22
2016 Q2	$2.45M	Sell	21,696 -1,556	-7%	-$172K	0.55%	21
2016 Q1	$2.57M	Buy	23,252 +4,637	+25%	+$506K	0.57%	23
2015 Q4	$1.97M	Buy	18,615 +4,868	+35%	+$519K	0.45%	25
2015 Q3	$1.48M	Buy	+13,747	New	+$1.46M	0.36%	36
2015 Q2	–	Sell	-4,068	Closed	-$441K	–	139
2015 Q1	$441K	Buy	+4,068	New	+$439K	0.04%	109