FSB Premier 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,458
| Closed | -$427K | – | 215 |
|
2024
Q3 | $427K | Sell |
4,458
-4,037
| -48% | -$387K | 0.18% | 132 |
|
2024
Q2 | $780K | Buy |
8,495
+5,608
| +194% | +$515K | 0.35% | 71 |
|
2024
Q1 | $267K | Buy |
+2,887
| New | +$267K | 0.12% | 152 |
|
2022
Q1 | – | Sell |
-190
| Closed | -$20K | – | 359 |
|
2021
Q4 | $20K | Buy |
+190
| New | +$20K | 0.01% | 347 |
|