UBP Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-7,862
Closed -$795K 49
2018
Q3
$795K Hold
7,862
0.76% 33
2018
Q2
$800K Buy
+7,862
New +$800K 0.94% 28
2018
Q1
Sell
-7,862
Closed -$830K 50
2017
Q4
$830K Buy
+7,862
New +$830K 0.98% 30