CWA
Centennial Wealth Advisory’s iShares MBS ETF MBB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.91M | Sell |
30,960
-7,610
| -20% | -$715K | 0.92% | 18 |
|
2025
Q1 | $3.62M | Buy |
38,570
+8,926
| +30% | +$837K | 1.31% | 14 |
|
2024
Q4 | $2.72M | Sell |
29,644
-6,586
| -18% | -$604K | 1.07% | 16 |
|
2024
Q3 | $3.47M | Buy |
+36,230
| New | +$3.47M | 1.35% | 14 |
|