American Financial Advisors’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,639
| Closed | -$244K | – | 151 |
|
2024
Q1 | $244K | Sell |
2,639
-63
| -2% | -$5.82K | 0.03% | 128 |
|
2023
Q4 | $254K | Buy |
2,702
+21
| +0.8% | +$1.98K | 0.04% | 122 |
|
2023
Q3 | $238K | Sell |
2,681
-859
| -24% | -$76.3K | 0.04% | 119 |
|
2023
Q2 | $330K | Sell |
3,540
-2,272
| -39% | -$212K | 0.05% | 96 |
|
2023
Q1 | $551K | Sell |
5,812
-523
| -8% | -$49.5K | 0.09% | 81 |
|
2022
Q4 | $588K | Buy |
6,335
+34
| +0.5% | +$3.15K | 0.1% | 71 |
|
2022
Q3 | $577K | Buy |
6,301
+19
| +0.3% | +$1.74K | 0.1% | 68 |
|
2022
Q2 | $612K | Sell |
6,282
-597
| -9% | -$58.2K | 0.16% | 43 |
|
2022
Q1 | $701K | Sell |
6,879
-20
| -0.3% | -$2.04K | 0.1% | 71 |
|
2021
Q4 | $741K | Sell |
6,899
-1,331
| -16% | -$143K | 0.09% | 68 |
|
2021
Q3 | $890K | Buy |
8,230
+61
| +0.7% | +$6.6K | 0.12% | 64 |
|
2021
Q2 | $884K | Sell |
8,169
-1,686
| -17% | -$182K | 0.12% | 65 |
|
2021
Q1 | $1.07M | Sell |
9,855
-3,336
| -25% | -$362K | 0.16% | 57 |
|
2020
Q4 | $1.45M | Sell |
13,191
-2,448
| -16% | -$270K | 0.21% | 49 |
|
2020
Q3 | $1.73M | Buy |
15,639
+655
| +4% | +$72.3K | 0.28% | 45 |
|
2020
Q2 | $1.66M | Buy |
14,984
+1,186
| +9% | +$131K | 0.27% | 45 |
|
2020
Q1 | $1.52M | Sell |
13,798
-42,614
| -76% | -$4.7M | 0.27% | 47 |
|
2019
Q4 | $6.11M | Buy |
56,412
+7,315
| +15% | +$792K | 1.07% | 31 |
|
2019
Q3 | $5.32M | Buy |
49,097
+4,006
| +9% | +$434K | 1.01% | 29 |
|
2019
Q2 | $4.85M | Buy |
45,091
+5,139
| +13% | +$553K | 0.95% | 29 |
|
2019
Q1 | $4.25M | Buy |
+39,952
| New | +$4.25M | 0.87% | 29 |
|