GWM
GDS Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,438
| Closed | -$226K | – | 114 |
|
|
2022
Q4 | $226K | Sell |
2,438
-178
| -7% | -$16.5K | 0.04% | 109 |
|
|
2022
Q3 | $240K | Sell |
2,616
-1,582
| -38% | -$145K | 0.05% | 98 |
|
|
2022
Q2 | $409K | Buy |
4,198
+35
| +0.8% | +$3.41K | 0.09% | 81 |
|
|
2022
Q1 | $411K | Buy |
4,163
+124
| +3% | +$12.2K | 0.09% | 84 |
|
|
2021
Q4 | $434K | Buy |
+4,039
| New | +$434K | 0.1% | 82 |
|