BWA
BCU Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
21,503
-4
| -0% | -$376 | 0.91% | 17 |
|
|
2025
Q1 | $2.02M | Buy |
21,507
+2,826
| +15% | +$265K | 1.05% | 15 |
|
|
2024
Q4 | $1.71M | Buy |
18,681
+2,715
| +17% | +$249K | 0.98% | 15 |
|
|
2024
Q3 | $1.53M | Buy |
15,966
+1,261
| +9% | +$121K | 0.91% | 17 |
|
|
2024
Q2 | $1.35M | Buy |
14,705
+1,412
| +11% | +$130K | 1% | 16 |
|
|
2024
Q1 | $1.23M | Buy |
13,293
+1,791
| +16% | +$166K | 1.04% | 14 |
|
|
2023
Q4 | $1.08M | Buy |
+11,502
| New | +$1.08M | 1.17% | 14 |
|