WFG Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-8,096	Closed	-$1.13M	–	1690
2016 Q2	$1.13M	Sell	8,096 -325	-4%	-$42.9K	0.3%	86
2016 Q1	$1.1M	Sell	8,421 -140	-2%	-$17.9K	0.32%	77
2015 Q4	$1.03M	Sell	8,561 -51	-0.6%	-$6.21K	0.31%	73
2015 Q3	$1.06M	Buy	8,612 +4,167	+94%	+$506K	0.33%	69
2015 Q2	$522K	Buy	4,445 +142	+3%	+$17.4K	0.14%	156
2015 Q1	$562K	Sell	4,303 -497	-10%	-$64.9K	0.16%	150
2014 Q4	$604K	Buy	4,800 +4,265	+797%	+$517K	0.12%	185
2014 Q3	$62K	Sell	535 -2,926	-85%	-$337K	0.01%	846
2014 Q2	$393K	Buy	3,461 +2,736	+377%	+$305K	0.07%	305
2014 Q1	$79K	Sell	725 -662	-48%	-$70.6K	0.02%	729
2013 Q4	$141K	Sell	1,387 -2,811	-67%	-$294K	0.02%	621
2013 Q3	$447K	Buy	4,198 +3,412	+434%	+$362K	0.07%	302
2013 Q2	$87K	Buy	+786	New	+$92.3K	0.01%	708