Crown Wealth Group’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,299
Closed -$614K 66
2022
Q2
$614K Buy
6,299
+698
+12% +$68K 0.56% 32
2022
Q1
$571K Sell
5,601
-3,243
-37% -$331K 0.4% 43
2021
Q4
$950K Buy
+8,844
New +$950K 0.88% 24