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 |
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|
2017
Q1 | $96K | Sell |
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|
2016
Q4 | $200K | Sell |
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|
2016
Q3 | $247K | Hold |
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|
2016
Q2 | $250K | Hold |
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|
2016
Q1 | $244K | Sell |
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|
2015
Q4 | $287K | Sell |
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|
2015
Q3 | $346K | Sell |
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|
2015
Q2 | $459K | Buy |
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|
2015
Q1 | $116K | Buy |
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|
2014
Q4 | $40K | Sell |
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|
2014
Q3 | $52K | Buy |
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|
2014
Q2 | $51K | Buy |
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|
2014
Q1 | $13K | Sell |
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|
2013
Q4 | $39K | Sell |
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|
2013
Q3 | $68K | Sell |
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|
2013
Q2 | $439K | Buy |
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