IWA
IVC Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
3,780
+97
| +3% | +$9.11K | 0.17% | 107 |
|
|
2025
Q1 | $345K | Sell |
3,683
-171
| -4% | -$16K | 0.19% | 108 |
|
|
2024
Q4 | $353K | Buy |
3,854
+202
| +6% | +$18.5K | 0.2% | 96 |
|
|
2024
Q3 | $350K | Sell |
3,652
-387
| -10% | -$37.1K | 0.19% | 107 |
|
|
2024
Q2 | $371K | Sell |
4,039
-27
| -0.7% | -$2.48K | 0.21% | 104 |
|
|
2024
Q1 | $376K | Sell |
4,066
-128
| -3% | -$11.8K | 0.22% | 104 |
|
|
2023
Q4 | $395K | Sell |
4,194
-200
| -5% | -$18.8K | 0.25% | 92 |
|
|
2023
Q3 | $390K | Buy |
4,394
+432
| +11% | +$38.4K | 0.26% | 94 |
|
|
2023
Q2 | $370K | Buy |
3,962
+376
| +10% | +$35.1K | 0.23% | 98 |
|
|
2023
Q1 | $340K | Buy |
3,586
+113
| +3% | +$10.7K | 0.24% | 94 |
|
|
2022
Q4 | $322K | Sell |
3,473
-635
| -15% | -$58.9K | 0.24% | 100 |
|
|
2022
Q3 | $376K | Buy |
4,108
+486
| +13% | +$44.5K | 0.3% | 79 |
|
|
2022
Q2 | $353K | Buy |
3,622
+1,363
| +60% | +$133K | 0.27% | 91 |
|
|
2022
Q1 | $230K | Buy |
+2,259
| New | +$230K | 0.15% | 135 |
|