TCI 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
2023 Q1	–	Sell	-165	Closed	-$15.8K	–	2572
2022 Q4	$15.8K	Buy	165 +116	+237%	+$11.1K	﹤0.01%	809
2022 Q3	$5K	Sell	49 -20	-29%	-$2.03K	﹤0.01%	1464
2022 Q2	$7K	Buy	+69	New	+$7.08K	﹤0.01%	1246
2021 Q4	–	Sell	-26	Closed	-$3K	–	2393
2021 Q3	$3K	Buy	+26	New	+$3.04K	﹤0.01%	1943
2021 Q1	–	Sell	-62	Closed	-$7K	–	2192
2020 Q4	$7K	Buy	+62	New	+$7.46K	﹤0.01%	748
2020 Q1	–	Sell	-223	Closed	-$25K	–	1605
2019 Q4	$25K	Hold	223	–	–	0.01%	510
2019 Q3	$25K	Hold	223	–	–	0.01%	446
2019 Q2	$25K	Hold	223	–	–	0.01%	428
2019 Q1	$24K	Hold	223	–	–	0.01%	459
2018 Q4	$23K	Hold	223	–	–	0.01%	449
2018 Q3	$23K	Hold	223	–	–	0.01%	470
2018 Q2	$23K	Hold	223	–	–	0.01%	457
2018 Q1	$23K	Hold	223	–	–	0.01%	456
2017 Q4	$24K	Hold	223	–	–	0.01%	461
2017 Q3	$24K	Hold	223	–	–	0.01%	429
2017 Q2	$24K	Hold	223	–	–	0.01%	434
2017 Q1	$24K	Hold	223	–	–	0.01%	419
2016 Q4	$23K	Hold	223	–	–	0.01%	456
2016 Q3	$25K	Sell	223 -115	-34%	-$12.9K	0.01%	402
2016 Q2	$38K	Hold	338	–	–	0.02%	327
2016 Q1	$37K	Buy	338 +223	+194%	+$24.3K	0.02%	340
2015 Q4	$12K	Hold	115	–	–	0.01%	539
2015 Q3	$12K	Hold	115	–	–	0.01%	474
2015 Q2	$12K	Hold	115	–	–	0.01%	483
2015 Q1	$12K	Hold	115	–	–	0.01%	422
2014 Q4	$12K	Hold	115	–	–	0.01%	425
2014 Q3	$12K	Hold	115	–	–	0.01%	413
2014 Q2	$12K	Hold	115	–	–	0.01%	435
2014 Q1	$12K	Hold	115	–	–	0.01%	400
2013 Q4	$11K	Buy	+115	New	+$11.7K	0.01%	408