Horizon Family Wealth’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $2.99M | Sell |
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|
2023
Q3 | $2.89M | Buy |
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $3.01M | Buy |
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|
2022
Q3 | $1.79M | Buy |
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|
2022
Q2 | $942K | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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