Concert Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $591K | Sell |
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|
2016
Q4 | $683K | Sell |
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|
2016
Q3 | $1.54M | Sell |
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|
2016
Q2 | $1.58M | Buy |
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|
2016
Q1 | $1.38M | Buy |
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|
2015
Q4 | $1.01M | Sell |
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|
2015
Q3 | $1.39M | Buy |
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|
2015
Q2 | $1.11M | Sell |
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|
2015
Q1 | $951K | Sell |
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|
2014
Q4 | $1.76M | Sell |
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|
2014
Q3 | $1.78M | Sell |
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|
2014
Q2 | $1.77M | Sell |
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|
2014
Q1 | $1.82M | Sell |
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|
2013
Q4 | $1.8M | Sell |
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|
2013
Q3 | $2.34M | Sell |
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|
2013
Q2 | $2.33M | Buy |
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