Mosaic Family Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mosaic Family Wealth’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-47	Closed	-$5K	–	702
2018 Q4	$5K	Sell	47 -442	-90%	-$44.8K	﹤0.01%	550
2018 Q3	$49K	Sell	489 -843	-63%	-$86K	0.02%	319
2018 Q2	$137K	Sell	1,332 -146	-10%	-$14.9K	0.05%	194
2018 Q1	$153K	Sell	1,478 -89	-6%	-$9.16K	0.06%	187
2017 Q4	$165K	Sell	1,567 -709	-31%	-$75.2K	0.06%	185
2017 Q3	$242K	Hold	2,276	–	–	0.09%	162
2017 Q2	$243K	Hold	2,276	–	–	0.1%	154
2017 Q1	$240K	Hold	2,276	–	–	0.1%	152
2016 Q4	$239K	Hold	2,276	–	–	0.11%	151
2016 Q3	$255K	Hold	2,276	–	–	0.12%	145
2016 Q2	$258K	Hold	2,276	–	–	0.12%	137
2016 Q1	$251K	Sell	2,276 -1,900	-45%	-$207K	0.12%	128
2015 Q4	$440K	Buy	+4,176	New	+$445K	0.2%	88

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mosaic Family Wealth's IEF Position: Q1 2019 in Review

Mosaic Family Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 47 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in IEF in Q4 2015 and held it in 13 quarters. The position peaked at $440K in Q4 2015. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

Mosaic Family Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Mosaic Family Wealth sold 47 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $5K.
Mosaic Family Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 13 quarters.
Mosaic Family Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $440K in Q4 2015.
448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.