AWMS
Advocacy Wealth Management Services’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Sell |
200,348
-4,078
| -2% | -$383K | 1.15% | 28 |
|
|
2025
Q1 | $19.2M | Sell |
204,426
-40,924
| -17% | -$3.84M | 1.31% | 22 |
|
|
2024
Q4 | $22.5M | Buy |
245,350
+19,248
| +9% | +$1.76M | 1.71% | 19 |
|
|
2024
Q3 | $21.7M | Buy |
226,102
+13,620
| +6% | +$1.3M | 1.7% | 19 |
|
|
2024
Q2 | $19.5M | Buy |
212,482
+17,998
| +9% | +$1.65M | 1.61% | 18 |
|
|
2024
Q1 | $18M | Buy |
194,484
+54,640
| +39% | +$5.05M | 1.55% | 19 |
|
|
2023
Q4 | $13.2M | Buy |
+139,844
| New | +$13.2M | 1.25% | 19 |
|
|
2022
Q4 | – | Sell |
-287
| Closed | -$26K | – | 93 |
|
|
2022
Q3 | $26K | Sell |
287
-74
| -20% | -$6.7K | ﹤0.01% | 69 |
|
|
2022
Q2 | $35K | Hold |
361
| – | – | 0.01% | 59 |
|
|
2022
Q1 | $37K | Hold |
361
| – | – | 0.01% | 60 |
|
|
2021
Q4 | $39K | Hold |
361
| – | – | 0.01% | 63 |
|
|
2021
Q3 | $39K | Hold |
361
| – | – | 0.01% | 60 |
|
|
2021
Q2 | $39K | Hold |
361
| – | – | 0.01% | 72 |
|
|
2021
Q1 | $39K | Hold |
361
| – | – | 0.01% | 64 |
|
|
2020
Q4 | $40K | Hold |
361
| – | – | 0.01% | 60 |
|
|
2020
Q3 | $40K | Hold |
361
| – | – | 0.01% | 61 |
|
|
2020
Q2 | $40K | Hold |
361
| – | – | 0.01% | 57 |
|
|
2020
Q1 | $40K | Hold |
361
| – | – | 0.01% | 44 |
|
|
2019
Q4 | $39K | Sell |
361
-13
| -3% | -$1.4K | 0.01% | 58 |
|
|
2019
Q3 | $41K | Hold |
374
| – | – | 0.03% | 52 |
|
|
2019
Q2 | $40K | Hold |
374
| – | – | 0.03% | 47 |
|
|
2019
Q1 | $40K | Hold |
374
| – | – | 0.04% | 39 |
|
|
2018
Q4 | $39K | Buy |
+374
| New | +$39K | 0.03% | 44 |
|
|
2013
Q3 | – | Sell |
-275
| Closed | -$29K | – | 300 |
|
|
2013
Q2 | $29K | Buy |
+275
| New | +$29K | 0.12% | 115 |
|