Acima Private Wealth’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-39,541
Closed -$3.51M 254
2023
Q3
$3.51M Buy
39,541
+5,073
+15% +$450K 1.56% 18
2023
Q2
$3.21M Buy
34,468
+276
+0.8% +$25.7K 1.54% 20
2023
Q1
$3.24M Buy
+34,192
New +$3.24M 1.59% 21