Empirical 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,175
| Closed | -$212K | – | 474 |
|
|
2022
Q2 | $212K | Buy |
+2,175
| New | +$212K | 0.01% | 431 |
|
|
2020
Q1 | – | Sell |
-3,229
| Closed | -$349K | – | 335 |
|
|
2019
Q4 | $349K | Buy |
+3,229
| New | +$349K | 0.04% | 231 |
|
|
2019
Q2 | – | Sell |
-2,045
| Closed | -$218K | – | 266 |
|
|
2019
Q1 | $218K | Buy |
+2,045
| New | +$218K | 0.03% | 222 |
|