Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.82M | Buy |
39,823
+18,398
| +86% | +$1.76M | 2.3% | 9 |
|
|
2024
Q2 | $1.97M | Sell |
21,425
-1,826
| -8% | -$168K | 1.27% | 19 |
|
|
2024
Q1 | $2.15M | Sell |
23,251
-3,841
| -14% | -$355K | 1.34% | 17 |
|
|
2023
Q4 | $2.55M | Buy |
27,092
+3,901
| +17% | +$367K | 1.7% | 14 |
|
|
2023
Q3 | $2.06M | Sell |
23,191
-6,190
| -21% | -$550K | 1.52% | 16 |
|
|
2023
Q2 | $2.74M | Buy |
29,381
+4,918
| +20% | +$459K | 1.85% | 14 |
|
|
2023
Q1 | $2.32M | Buy |
24,463
+17,240
| +239% | +$1.63M | 1.69% | 16 |
|
|
2022
Q4 | $670K | Buy |
+7,223
| New | +$670K | 0.56% | 47 |
|