IPC
Independent Portfolio Consultants’s iShares MBS ETF MBB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $887K | Sell |
8,312
-4,115
| -33% | -$439K | 0.37% | 64 |
|
2017
Q1 | $1.32M | Sell |
12,427
-1,988
| -14% | -$212K | 0.46% | 47 |
|
2016
Q4 | $1.53M | Sell |
14,415
-305
| -2% | -$32.4K | 0.5% | 38 |
|
2016
Q3 | $1.62M | Sell |
14,720
-4,505
| -23% | -$496K | 0.51% | 38 |
|
2016
Q2 | $2.11M | Buy |
19,225
+1,440
| +8% | +$158K | 0.67% | 20 |
|
2016
Q1 | $1.95M | Buy |
17,785
+255
| +1% | +$27.9K | 0.54% | 35 |
|
2015
Q4 | $1.89M | Sell |
17,530
-770
| -4% | -$82.9K | 0.56% | 39 |
|
2015
Q3 | $2.01M | Buy |
18,300
+830
| +5% | +$91K | 0.44% | 69 |
|
2015
Q2 | $1.9M | Buy |
17,470
+7,975
| +84% | +$866K | 0.38% | 76 |
|
2015
Q1 | $1.05M | Sell |
9,495
-10,870
| -53% | -$1.2M | 0.21% | 149 |
|
2014
Q4 | $2.23M | Buy |
20,365
+3,160
| +18% | +$345K | 0.45% | 69 |
|
2014
Q3 | $1.86M | Sell |
17,205
-10,925
| -39% | -$1.18M | 0.5% | 39 |
|
2014
Q2 | $3.04M | Buy |
28,130
+385
| +1% | +$41.7K | 0.85% | 10 |
|
2014
Q1 | $2.94M | Buy |
+27,745
| New | +$2.94M | 0.93% | 4 |
|