Mosaic Family Wealth’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
2019
Q1
Hold
0
722
2018
Q4
Sell
-110
Closed -$12.7K 651
2018
Q3
$13K Sell
110
-129
-54% -$15.5K 0.01% 479
2018
Q2
$29K Hold
239
0.01% 395
2018
Q1
$29K Sell
239
-3
-1% -$362 0.01% 378
2017
Q4
$31K Buy
242
+239
+7,967% +$30K 0.01% 391
2017
Q3
$0 Hold
3
﹤0.01% 972
2017
Q2
$0 Hold
3
﹤0.01% 750
2017
Q1
$0 Hold
3
﹤0.01% 750
2016
Q4
$0 Hold
3
﹤0.01% 746
2016
Q3
$0 Hold
3
﹤0.01% 786
2016
Q2
$1K Hold
3
﹤0.01% 768
2016
Q1
$0 Hold
3
﹤0.01% 845
2015
Q4
$0 Buy
+3
New +$366 ﹤0.01% 782

Other funds holding TLT