Mosaic Family Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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%	966
2017 Q2	$0	Hold	3	–	–	﹤0.01%	748
2017 Q1	$0	Hold	3	–	–	﹤0.01%	749
2016 Q4	$0	Hold	3	–	–	﹤0.01%	745
2016 Q3	$0	Hold	3	–	–	﹤0.01%	784
2016 Q2	$1K	Hold	3	–	–	﹤0.01%	768
2016 Q1	$0	Hold	3	–	–	﹤0.01%	841
2015 Q4	$0	Buy	+3	New	+$366	﹤0.01%	781

Other funds holding TLT

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mosaic Family Wealth's TLT Position: Q4 2018 in Review

Mosaic Family Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2018, closing a stake of 110 shares — an estimated $12.7K sold.

Mosaic Family Wealth first reported a position in TLT in Q4 2015 and held it in 12 quarters. The position peaked at $31K in Q4 2017. 390 funds tracked by Wall St. Rank hold TLT as of Q4 2018.

Mosaic Family Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Mosaic Family Wealth sold 110 iShares 20+ Year Treasury Bond ETF shares in Q4 2018, an estimated $12.7K.
Mosaic Family Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and held it in 12 quarters.
Mosaic Family Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $31K in Q4 2017.
390 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2018.

Based on Mosaic Family Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.