Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-87
| Closed | -$9K | – | 561 |
|
|
2019
Q4 | $9K | Buy |
+87
| New | +$9K | ﹤0.01% | 605 |
|
|
2014
Q4 | – | Sell |
-379
| Closed | -$41K | – | 44 |
|
|
2014
Q3 | $41K | Buy |
+379
| New | +$41K | 0.04% | 41 |
|
|
2014
Q2 | – | Sell |
-2,026
| Closed | -$215K | – | 69 |
|
|
2014
Q1 | $215K | Buy |
+2,026
| New | +$215K | 0.18% | 34 |
|
|
2013
Q4 | – | Sell |
-5,195
| Closed | -$550K | – | 76 |
|
|
2013
Q3 | $550K | Buy |
+5,195
| New | +$550K | 0.38% | 34 |
|