Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $236K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $525K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $355K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $338K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $13.9M | Hold |
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|
2015
Q2 | $13.9M | Sell |
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|
2015
Q1 | $95.6M | Sell |
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|
2014
Q4 | $95.4M | Buy |
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|
2014
Q3 | $21.7M | Buy |
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|
2014
Q2 | $1.24M | Sell |
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|
2014
Q1 | $11.2M | Sell |
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|
2013
Q4 | $24.7M | Buy |
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|
2013
Q3 | $3.45M | Sell |
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|
2013
Q2 | $4.04M | Buy |
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