Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-94
| Closed | -$9.01K | – | 525 |
|
|
2024
Q3 | $9.01K | Buy |
94
+60
| +176% | +$5.75K | ﹤0.01% | 345 |
|
|
2024
Q2 | $3.12K | Buy |
+34
| New | +$3.12K | ﹤0.01% | 490 |
|
|
2022
Q2 | – | Sell |
-86
| Closed | -$9K | – | 520 |
|
|
2022
Q1 | $9K | Hold |
86
| – | – | ﹤0.01% | 349 |
|
|
2021
Q4 | $9K | Buy |
+86
| New | +$9K | ﹤0.01% | 416 |
|