WFG 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
2017 Q2	$97K	Hold	909	–	–	0.02%	534
2017 Q1	$96K	Sell	909 -1,000	-52%	-$105K	0.03%	487
2016 Q4	$200K	Sell	1,909 -300	-14%	-$32.2K	0.05%	383
2016 Q3	$247K	Hold	2,209	–	–	0.06%	312
2016 Q2	$250K	Hold	2,209	–	–	0.07%	277
2016 Q1	$244K	Sell	2,209 -505	-19%	-$55.1K	0.07%	263
2015 Q4	$287K	Sell	2,714 -490	-15%	-$52.2K	0.09%	230
2015 Q3	$346K	Sell	3,204 -1,165	-27%	-$124K	0.11%	197
2015 Q2	$459K	Buy	4,369 +3,298	+308%	+$351K	0.13%	181
2015 Q1	$116K	Buy	1,071 +694	+184%	+$74.9K	0.03%	486
2014 Q4	$40K	Sell	377 -123	-25%	-$13K	0.01%	968
2014 Q3	$52K	Buy	500 +9	+2%	+$933	0.01%	903
2014 Q2	$51K	Buy	491 +366	+293%	+$37.6K	0.01%	906
2014 Q1	$13K	Sell	125 -263	-68%	-$26.7K	﹤0.01%	1394
2013 Q4	$39K	Sell	388 -274	-41%	-$27.8K	0.01%	1093
2013 Q3	$68K	Sell	662 -3,623	-85%	-$366K	0.01%	814
2013 Q2	$439K	Buy	+4,285	New	+$457K	0.07%	287