IWM
Iams Wealth Management’s Regan Floating Rate MBS ETF MBSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
25,173
-25,012
| -50% | -$638K | 0.29% | 91 |
|
|
2025
Q1 | $1.28M | Buy |
50,185
+5,893
| +13% | +$150K | 0.59% | 63 |
|
|
2024
Q4 | $1.13M | Buy |
44,292
+16,267
| +58% | +$413K | 0.51% | 60 |
|
|
2024
Q3 | $718K | Buy |
28,025
+16,775
| +149% | +$430K | 0.35% | 82 |
|
|
2024
Q2 | $285K | Buy |
+11,250
| New | +$285K | 0.16% | 120 |
|