Atwood & Palmer’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-149
| Closed | -$16K | – | 444 |
|
|
2020
Q4 | $16K | Buy |
+149
| New | +$16K | ﹤0.01% | 289 |
|
|
2017
Q1 | – | Sell |
-1,452
| Closed | -$154K | – | 326 |
|
|
2016
Q4 | $154K | Hold |
1,452
| – | – | 0.03% | 123 |
|
|
2016
Q3 | $160K | Hold |
1,452
| – | – | 0.03% | 126 |
|
|
2016
Q2 | $160K | Hold |
1,452
| – | – | 0.03% | 127 |
|
|
2016
Q1 | $159K | Hold |
1,452
| – | – | 0.03% | 123 |
|
|
2015
Q4 | $156K | Buy |
1,452
+73
| +5% | +$7.84K | 0.03% | 141 |
|
|
2015
Q3 | $151K | Hold |
1,379
| – | – | 0.03% | 133 |
|
|
2015
Q2 | $150K | Hold |
1,379
| – | – | 0.03% | 140 |
|
|
2015
Q1 | $152K | Hold |
1,379
| – | – | 0.03% | 135 |
|
|
2014
Q4 | $151K | Hold |
1,379
| – | – | 0.03% | 144 |
|
|
2014
Q3 | $149K | Hold |
1,379
| – | – | 0.03% | 145 |
|
|
2014
Q2 | $149K | Buy |
+1,379
| New | +$149K | 0.04% | 132 |
|