Iams 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
Q2 | – | Sell |
-8,725
| Closed | -$800K | – | 148 |
|
|
2024
Q1 | $800K | Buy |
8,725
+2,460
| +39% | +$226K | 0.49% | 63 |
|
|
2023
Q4 | $589K | Buy |
6,265
+1,310
| +26% | +$123K | 0.38% | 74 |
|
|
2023
Q3 | $440K | Buy |
+4,955
| New | +$440K | 0.3% | 84 |
|
|
2023
Q2 | – | Sell |
-2,559
| Closed | -$242K | – | 94 |
|
|
2023
Q1 | $242K | Sell |
2,559
-1,711
| -40% | -$162K | 0.2% | 95 |
|
|
2022
Q4 | $396K | Buy |
+4,270
| New | +$396K | 0.4% | 74 |
|