BFA
BMS Financial Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.94M | Sell |
20,807
-17,472
| -46% | -$1.63M | 1.27% | 20 |
|
|
2023
Q1 | $3.63M | Buy |
38,279
+30,061
| +366% | +$2.85M | 2.51% | 8 |
|
|
2022
Q4 | $883K | Buy |
8,218
+1,637
| +25% | +$176K | 0.59% | 26 |
|
|
2022
Q3 | $603K | Sell |
6,581
-1,847
| -22% | -$169K | 0.42% | 45 |
|
|
2022
Q2 | $905K | Sell |
8,428
-89
| -1% | -$9.56K | 0.59% | 24 |
|
|
2022
Q1 | $868K | Buy |
8,517
+89
| +1% | +$9.07K | 0.55% | 30 |
|
|
2021
Q4 | $905K | Buy |
+8,428
| New | +$905K | 0.58% | 27 |
|