Householder Group Estate & Retirement Specialist’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 |
-654
| Closed | -$62K | – | 920 |
|
|
2024
Q3 | $62K | Buy |
654
+2
| +0.3% | +$190 | 0.02% | 447 |
|
|
2024
Q2 | $59K | Sell |
652
-7
| -1% | -$633 | 0.02% | 448 |
|
|
2024
Q1 | $60.9K | Buy |
659
+19
| +3% | +$1.76K | 0.02% | 438 |
|
|
2023
Q4 | $60K | Hold |
640
| – | – | 0.02% | 428 |
|
|
2023
Q3 | $56.9K | Buy |
+640
| New | +$56.9K | 0.02% | 417 |
|
|
2023
Q1 | $67K | Buy |
+708
| New | +$67K | 0.03% | 383 |
|
|
2022
Q4 | – | Sell |
-595
| Closed | -$54K | – | 785 |
|
|
2022
Q3 | $54K | Buy |
+595
| New | +$54K | 0.02% | 386 |
|