Destination Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,271
| Closed | -$251K | – | 159 |
|
|
2020
Q1 | $251K | Buy |
+2,271
| New | +$251K | 0.02% | 147 |
|
|
2019
Q3 | – | Sell |
-84
| Closed | -$9K | – | 348 |
|
|
2019
Q2 | $9K | Buy |
+84
| New | +$9K | ﹤0.01% | 442 |
|
|
2018
Q4 | – | Sell |
-278
| Closed | -$29K | – | 633 |
|
|
2018
Q3 | $29K | Hold |
278
| – | – | ﹤0.01% | 361 |
|
|
2018
Q2 | $29K | Buy |
+278
| New | +$29K | ﹤0.01% | 313 |
|