Wealthspire Advisors (Maryland)’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
2020 Q3	$704K	Buy	+5,781	New	+$705K	0.02%	222
2019 Q2	–	Sell	-44	Closed	-$5K	–	1196
2019 Q1	$5K	Hold	44	–	–	﹤0.01%	1826
2018 Q4	$5K	Sell	44 -412	-90%	-$41.7K	﹤0.01%	1725
2018 Q3	$46K	Sell	456 -103	-18%	-$10.5K	﹤0.01%	1003
2018 Q2	$57K	Buy	559 +3	+0.5%	+$306	0.01%	926
2018 Q1	$57K	Buy	556 +2	+0.4%	+$206	0.01%	928
2017 Q4	$59K	Buy	554 +47	+9%	+$4.98K	0.01%	933
2017 Q3	$54K	Buy	507 +2	+0.4%	+$214	0.01%	946
2017 Q2	$54K	Buy	505 +403	+395%	+$43K	0.01%	923
2017 Q1	$11K	Hold	102	–	–	﹤0.01%	1302
2016 Q4	$11K	Sell	102 -285	-74%	-$30.6K	﹤0.01%	1193
2016 Q3	$43K	Buy	387 +30	+8%	+$3.36K	0.01%	821
2016 Q2	$40K	Buy	357 +207	+138%	+$22.9K	0.01%	794
2016 Q1	$17K	Buy	150 +50	+50%	+$5.45K	﹤0.01%	1017
2015 Q4	$11K	Buy	+100	New	+$10.7K	﹤0.01%	1169