Baystate Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $51K | Hold |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $56K | Sell |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $100K | Buy |
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|
2021
Q2 | $40K | Sell |
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|
2021
Q1 | $61K | Sell |
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|
2020
Q4 | $73K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $232K | Hold |
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|
2015
Q1 | $236K | Hold |
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|
2014
Q4 | $234K | Sell |
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|
2014
Q3 | $236K | Hold |
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|
2014
Q2 | $237K | Hold |
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|
2014
Q1 | $232K | Hold |
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|
2013
Q4 | $229K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $542K | Buy |
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