AdvicePeriod’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,376
| Closed | -$452K | – | 76 |
|
|
2018
Q3 | $452K | Sell |
4,376
-482
| -10% | -$49.8K | 0.05% | 72 |
|
|
2018
Q2 | $506K | Sell |
4,858
-766
| -14% | -$79.8K | 0.08% | 54 |
|
|
2018
Q1 | $588K | Buy |
5,624
+2,439
| +77% | +$255K | 0.1% | 56 |
|
|
2017
Q4 | $339K | Buy |
+3,185
| New | +$339K | 0.06% | 62 |
|