CWA
Clearview Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
15,486
-132
| -0.8% | -$12.4K | 1.01% | 26 |
|
|
2025
Q1 | $1.46M | Sell |
15,618
-3,263
| -17% | -$306K | 1.09% | 24 |
|
|
2024
Q4 | $1.73M | Buy |
18,881
+934
| +5% | +$85.6K | 1.32% | 18 |
|
|
2024
Q3 | $1.72M | Buy |
17,947
+1,826
| +11% | +$175K | 1.33% | 19 |
|
|
2024
Q2 | $1.48M | Sell |
16,121
-13,201
| -45% | -$1.21M | 1.29% | 19 |
|
|
2024
Q1 | $2.71M | Buy |
29,322
+17,629
| +151% | +$1.63M | 2.77% | 5 |
|
|
2023
Q4 | $1.1M | Buy |
11,693
+812
| +7% | +$76.4K | 1.28% | 21 |
|
|
2023
Q3 | $966K | Buy |
10,881
+264
| +2% | +$23.4K | 1.2% | 20 |
|
|
2023
Q2 | $990K | Sell |
10,617
-1,490
| -12% | -$139K | 1.01% | 23 |
|
|
2023
Q1 | $1.15M | Sell |
12,107
-18,050
| -60% | -$1.71M | 1.16% | 17 |
|
|
2022
Q4 | $2.8M | Buy |
30,157
+11,431
| +61% | +$1.06M | 2.16% | 10 |
|
|
2022
Q3 | $1.72M | Sell |
18,726
-510
| -3% | -$46.7K | 1.36% | 14 |
|
|
2022
Q2 | $1.88M | Sell |
19,236
-3,750
| -16% | -$366K | 1.4% | 14 |
|
|
2022
Q1 | $2.34M | Buy |
22,986
+1,803
| +9% | +$184K | 1.54% | 13 |
|
|
2021
Q4 | $2.28M | Sell |
21,183
-21,694
| -51% | -$2.33M | 1.39% | 17 |
|
|
2021
Q3 | $4.64M | Buy |
42,877
+18,085
| +73% | +$1.96M | 2.94% | 8 |
|
|
2021
Q2 | $2.68M | Buy |
24,792
+917
| +4% | +$99.2K | 1.66% | 13 |
|
|
2021
Q1 | $2.59M | Sell |
23,875
-5,885
| -20% | -$638K | 1.68% | 12 |
|
|
2020
Q4 | $3.28M | Buy |
+29,760
| New | +$3.28M | 2.2% | 12 |
|