EWA
Evolution Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
5,000
| – | – | 0.07% | 104 |
|
|
2025
Q1 | $469K | Hold |
5,000
| – | – | 0.08% | 94 |
|
|
2024
Q4 | $458K | Sell |
5,000
-2,132
| -30% | -$195K | 0.08% | 94 |
|
|
2024
Q3 | $683K | Buy |
7,132
+731
| +11% | +$70K | 0.12% | 73 |
|
|
2024
Q2 | $588K | Hold |
6,401
| – | – | 0.11% | 75 |
|
|
2024
Q1 | $592K | Hold |
6,401
| – | – | 0.11% | 75 |
|
|
2023
Q4 | $602K | Hold |
6,401
| – | – | 0.12% | 70 |
|
|
2023
Q3 | $568K | Hold |
6,401
| – | – | 0.13% | 68 |
|
|
2023
Q2 | $597K | Buy |
6,401
+1,401
| +28% | +$131K | 0.13% | 65 |
|
|
2023
Q1 | $474K | Hold |
5,000
| – | – | 0.11% | 72 |
|
|
2022
Q4 | $464K | Hold |
5,000
| – | – | 0.12% | 77 |
|
|
2022
Q3 | $458K | Buy |
+5,000
| New | +$458K | 0.13% | 70 |
|