Mosaic Family Wealth’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
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