Altium Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,036
| Closed | -$207K | – | 386 |
|
|
2022
Q1 | $207K | Sell |
2,036
-151
| -7% | -$15.4K | 0.01% | 354 |
|
|
2021
Q4 | $235K | Buy |
2,187
+67
| +3% | +$7.2K | 0.02% | 346 |
|
|
2021
Q3 | $229K | Buy |
2,120
+108
| +5% | +$11.7K | 0.02% | 342 |
|
|
2021
Q2 | $218K | Buy |
2,012
+36
| +2% | +$3.9K | 0.02% | 352 |
|
|
2021
Q1 | $214K | Sell |
1,976
-315
| -14% | -$34.1K | 0.02% | 350 |
|
|
2020
Q4 | $252K | Buy |
2,291
+395
| +21% | +$43.4K | 0.02% | 308 |
|
|
2020
Q3 | $209K | Buy |
+1,896
| New | +$209K | 0.02% | 311 |
|