Focused 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
Q2 | – | Sell |
-9,640
| Closed | -$982K | – | 954 |
|
|
2022
Q1 | $982K | Buy |
9,640
+124
| +1% | +$12.6K | 0.16% | 67 |
|
|
2021
Q4 | $1.02M | Buy |
9,516
+2
| +0% | +$215 | 0.16% | 65 |
|
|
2021
Q3 | $1.03M | Buy |
9,514
+22
| +0.2% | +$2.38K | 0.17% | 61 |
|
|
2021
Q2 | $1.03M | Buy |
9,492
+42
| +0.4% | +$4.54K | 0.17% | 61 |
|
|
2021
Q1 | $1.03M | Buy |
+9,450
| New | +$1.03M | 0.18% | 64 |
|