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Mosaic Family Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Mosaic Family Wealth’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,891
Closed -$255K – 172
2019
Q2 		$255K Sell
9,891
-5,497
-36% -$139K 0.11% 141
2019
Q1 		$388K Buy
15,388
+671
+5% +$16.7K 0.16% 92
2018
Q4 		$363K Sell
14,717
-8,898
-38% -$216K 0.15% 92
2018
Q3 		$571K Sell
23,615
-50,457
-68% -$1.24M 0.23% 64
2018
Q2 		$1.82M Sell
74,072
-20,213
-21% -$495K 0.69% 22
2018
Q1 		$2.33M Buy
94,285
+8,603
+10% +$212K 0.86% 16
2017
Q4 		$2.15M Buy
+85,682
New +$2.16M 0.78% 19

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Mosaic Family Wealth's GOVT Position: Q3 2019 in Review

Mosaic Family Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2019, closing a stake of 9,891 shares — an estimated $255K sold.

Mosaic Family Wealth first reported a position in GOVT in Q4 2017 and held it in 7 quarters. The position peaked at $2.33M in Q1 2018. 309 funds tracked by Wall St. Rank hold GOVT as of Q3 2019.

  • Mosaic Family Wealth reported no remaining iShares US Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 9,891 iShares US Treasury Bond ETF shares in Q3 2019, an estimated $255K.
  • Mosaic Family Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 7 quarters.
  • Mosaic Family Wealth's iShares US Treasury Bond ETF position peaked at $2.33M in Q1 2018.
  • 309 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2019.

Based on Mosaic Family Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.