CIA
Choate Investment Advisors’s iShares MBS ETF MBB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.44K | Buy |
+26
| New | +$2.44K | ﹤0.01% | 474 |
|
2024
Q1 | – | Sell |
-4,807
| Closed | -$452K | – | 420 |
|
2023
Q4 | $452K | Buy |
4,807
+22
| +0.5% | +$2.07K | 0.01% | 260 |
|
2023
Q3 | $425K | Buy |
+4,785
| New | +$425K | 0.02% | 254 |
|
2020
Q4 | – | Sell |
-2,003
| Closed | -$221K | – | 293 |
|
2020
Q3 | $221K | Buy |
+2,003
| New | +$221K | 0.01% | 231 |
|