IWM
IHT Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
30,731
-2,205
| -7% | -$207K | 0.08% | 243 |
|
|
2025
Q1 | $3.09M | Sell |
32,936
-2,301
| -7% | -$216K | 0.1% | 205 |
|
|
2024
Q4 | $3.23M | Sell |
35,237
-30,879
| -47% | -$2.83M | 0.1% | 194 |
|
|
2024
Q3 | $6.33M | Buy |
66,116
+33,346
| +102% | +$3.19M | 0.18% | 114 |
|
|
2024
Q2 | $3.01M | Buy |
32,770
+5,908
| +22% | +$542K | 0.11% | 180 |
|
|
2024
Q1 | $2.48M | Buy |
26,862
+8,607
| +47% | +$795K | 0.1% | 214 |
|
|
2023
Q4 | $1.72M | Sell |
18,255
-2,066
| -10% | -$194K | 0.08% | 248 |
|
|
2023
Q3 | $1.8M | Buy |
20,321
+7,886
| +63% | +$700K | 0.09% | 210 |
|
|
2023
Q2 | $1.16M | Buy |
12,435
+824
| +7% | +$76.8K | 0.06% | 306 |
|
|
2023
Q1 | $1.1M | Sell |
11,611
-776
| -6% | -$73.5K | 0.06% | 288 |
|
|
2022
Q4 | $1.15M | Buy |
12,387
+3,164
| +34% | +$293K | 0.07% | 272 |
|
|
2022
Q3 | $845K | Buy |
9,223
+5,739
| +165% | +$526K | 0.06% | 315 |
|
|
2022
Q2 | $340K | Buy |
3,484
+323
| +10% | +$31.5K | 0.03% | 488 |
|
|
2022
Q1 | $322K | Sell |
3,161
-167
| -5% | -$17K | 0.02% | 543 |
|
|
2021
Q4 | $358K | Sell |
3,328
-2,521
| -43% | -$271K | 0.03% | 544 |
|
|
2021
Q3 | $632K | Sell |
5,849
-7,522
| -56% | -$813K | 0.05% | 355 |
|
|
2021
Q2 | $1.45M | Sell |
13,371
-637
| -5% | -$68.9K | 0.09% | 237 |
|
|
2021
Q1 | $1.52M | Sell |
14,008
-1,545
| -10% | -$168K | 0.11% | 192 |
|
|
2020
Q4 | $1.71M | Buy |
15,553
+1,979
| +15% | +$218K | 0.14% | 155 |
|
|
2020
Q3 | $1.5M | Buy |
13,574
+5,980
| +79% | +$660K | 0.15% | 141 |
|
|
2020
Q2 | $841K | Sell |
7,594
-6,770
| -47% | -$750K | 0.12% | 197 |
|
|
2020
Q1 | $1.59M | Sell |
14,364
-25
| -0.2% | -$2.76K | 0.23% | 107 |
|
|
2019
Q4 | $1.56M | Buy |
14,389
+215
| +2% | +$23.2K | 0.18% | 135 |
|
|
2019
Q3 | $1.54M | Sell |
14,174
-4,891
| -26% | -$530K | 0.21% | 118 |
|
|
2019
Q2 | $2.05M | Sell |
19,065
-16,736
| -47% | -$1.8M | 0.3% | 81 |
|
|
2019
Q1 | $3.81M | Buy |
35,801
+19,913
| +125% | +$2.12M | 0.63% | 26 |
|
|
2018
Q4 | $1.66M | Buy |
15,888
+4,086
| +35% | +$428K | 0.32% | 85 |
|
|
2018
Q3 | $1.22M | Sell |
11,802
-123
| -1% | -$12.7K | 0.26% | 104 |
|
|
2018
Q2 | $1.24M | Buy |
11,925
+3,079
| +35% | +$321K | 0.32% | 86 |
|
|
2018
Q1 | $923K | Sell |
8,846
-260
| -3% | -$27.1K | 0.25% | 98 |
|
|
2017
Q4 | $969K | Buy |
9,106
+510
| +6% | +$54.3K | 0.26% | 103 |
|
|
2017
Q3 | $919K | Sell |
8,596
-1,053
| -11% | -$113K | 0.39% | 64 |
|
|
2017
Q2 | $7 | Sell |
9,649
-128
| -1% | – | ﹤0.01% | 1041 |
|
|
2017
Q1 | $1.04M | Buy |
9,777
+230
| +2% | +$24.5K | 0.7% | 23 |
|
|
2016
Q4 | $1.02M | Buy |
+9,547
| New | +$1.02M | 0.77% | 21 |
|