ERTS Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-11,077
Closed -$1.19M 88
2019
Q2
$1.19M Buy
11,077
+6,319
+133% +$680K 0.66% 21
2019
Q1
$506K Buy
4,758
+4,361
+1,098% +$464K 0.3% 44
2018
Q4
$42K Buy
+397
New +$42K 0.03% 167