Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.1M | Sell |
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|
2023
Q2 | $16M | Buy |
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2023
Q1 | $13.3M | Buy |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $3.58M | Sell |
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|
2021
Q2 | $4.08M | Sell |
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|
2021
Q1 | $5.53M | Sell |
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|
2020
Q4 | $9.36M | Buy |
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|
2020
Q3 | $4.03M | Buy |
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|
2020
Q2 | $2.41M | Sell |
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|
2020
Q1 | $3.07M | Sell |
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|
2019
Q4 | $4.33M | Buy |
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|
2019
Q3 | $4.12M | Buy |
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|
2019
Q2 | $1.9M | Buy |
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|
2019
Q1 | $30K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $28K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $31K | Buy |
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