H&H Retirement Design & 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
2023 Q1	–	Sell	-7,988	Closed	-$764K	–	80
2022 Q4	$764K	Sell	7,988 -7,562	-49%	-$723K	0.64%	31
2022 Q3	$1.4M	Sell	15,550 -439	-3%	-$39.5K	1.32%	20
2022 Q2	$1.61M	Buy	+15,989	New	+$1.61M	1.17%	25