CWM
Centurion Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
31,352
-4,406
| -12% | -$414K | 0.84% | 28 |
|
|
2025
Q1 | $3.28M | Hold |
35,758
| – | – | 1.03% | 24 |
|
|
2024
Q4 | $3.28M | Sell |
35,758
-7,809
| -18% | -$716K | 1.03% | 24 |
|
|
2024
Q3 | $4.17M | Buy |
+43,567
| New | +$4.17M | 1.33% | 18 |
|
|
2024
Q1 | $3.93M | Buy |
42,494
+3,544
| +9% | +$328K | 1.55% | 16 |
|
|
2023
Q4 | $3.66M | Buy |
38,950
+4,216
| +12% | +$397K | 1.57% | 14 |
|
|
2023
Q3 | $3.08M | Sell |
34,734
-6,870
| -17% | -$610K | 1.51% | 15 |
|
|
2023
Q2 | $3.88M | Buy |
41,604
+566
| +1% | +$52.8K | 1.87% | 13 |
|
|
2023
Q1 | $3.89M | Buy |
41,038
+10,449
| +34% | +$990K | 1.97% | 13 |
|
|
2022
Q4 | $2.84M | Buy |
+30,589
| New | +$2.84M | 1.6% | 16 |
|