J.P. Morgan Private Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,999
| Closed | -$533K | – | 1335 |
|
|
2017
Q4 | $533K | Buy |
4,999
+31
| +0.6% | +$3.31K | ﹤0.01% | 846 |
|
|
2017
Q3 | $532K | Sell |
4,968
-2
| -0% | -$214 | ﹤0.01% | 817 |
|
|
2017
Q2 | $531K | Buy |
4,970
+62
| +1% | +$6.62K | ﹤0.01% | 822 |
|
|
2017
Q1 | $523K | Sell |
4,908
-17,764
| -78% | -$1.89M | ﹤0.01% | 832 |
|
|
2016
Q4 | $2.41M | Buy |
+22,672
| New | +$2.41M | 0.02% | 408 |
|