WFG Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-530	Closed	-$65K	–	1569
2016 Q4	$65K	Sell	530 -28	-5%	-$3.47K	0.02%	656
2016 Q3	$71K	Sell	558 -6	-1%	-$760	0.02%	620
2016 Q2	$72K	Buy	564 +1	+0.2%	+$126	0.02%	588
2016 Q1	$71K	Buy	563 +27	+5%	+$3.37K	0.02%	567
2015 Q4	$66K	Sell	536 -50	-9%	-$6.18K	0.02%	578
2015 Q3	$73K	Buy	586 +149	+34%	+$18.4K	0.02%	534
2015 Q2	$54K	Buy	437 +25	+6%	+$3.08K	0.01%	705
2015 Q1	$51K	Buy	412 +1	+0.2%	+$124	0.01%	726
2014 Q4	$50K	Buy	411 +401	+4,010%	+$49.1K	0.01%	884
2014 Q3	$1K	Hold	10	–	–	﹤0.01%	1979
2014 Q2	$1K	Hold	10	–	–	﹤0.01%	1904
2014 Q1	$1K	Sell	10 -794	-99%	-$96.1K	﹤0.01%	1893
2013 Q4	$96K	Buy	804 +155	+24%	+$18.8K	0.01%	757
2013 Q3	$79K	Hold	649	–	–	0.01%	777
2013 Q2	$78K	Buy	+649	New	+$79.8K	0.01%	744