JIP
Jaffetilchin Investment Partners’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
3,720
-25
| -0.7% | -$2.35K | 0.02% | 313 |
|
|
2025
Q1 | $351K | Buy |
3,745
+195
| +5% | +$18.3K | 0.03% | 293 |
|
|
2024
Q4 | $325K | Sell |
3,550
-4,237
| -54% | -$388K | 0.02% | 294 |
|
|
2024
Q3 | $746K | Buy |
7,787
+87
| +1% | +$8.34K | 0.06% | 180 |
|
|
2024
Q2 | $707K | Buy |
7,700
+4
| +0.1% | +$367 | 0.06% | 174 |
|
|
2024
Q1 | $711K | Sell |
7,696
-25,031
| -76% | -$2.31M | 0.06% | 171 |
|
|
2023
Q4 | $3.08M | Buy |
32,727
+19,331
| +144% | +$1.82M | 0.3% | 60 |
|
|
2023
Q3 | $1.19M | Sell |
13,396
-3,625
| -21% | -$322K | 0.13% | 100 |
|
|
2023
Q2 | $1.59M | Sell |
17,021
-22,675
| -57% | -$2.11M | 0.17% | 88 |
|
|
2023
Q1 | $3.76M | Sell |
39,696
-90,413
| -69% | -$8.56M | 0.43% | 52 |
|
|
2022
Q4 | $12.1M | Buy |
+130,109
| New | +$12.1M | 1.47% | 15 |
|
|
2020
Q4 | – | Sell |
-3,430
| Closed | -$379K | – | 289 |
|
|
2020
Q3 | $379K | Buy |
+3,430
| New | +$379K | 0.07% | 165 |
|
|
2020
Q2 | – | Sell |
-23,234
| Closed | -$2.57M | – | 225 |
|
|
2020
Q1 | $2.57M | Buy |
23,234
+2,286
| +11% | +$252K | 0.91% | 20 |
|
|
2019
Q4 | $2.26M | Buy |
20,948
+302
| +1% | +$32.6K | 0.49% | 41 |
|
|
2019
Q3 | $2.24M | Buy |
20,646
+7,041
| +52% | +$763K | 0.53% | 35 |
|
|
2019
Q2 | $1.46M | Buy |
13,605
+2,754
| +25% | +$296K | 0.34% | 48 |
|
|
2019
Q1 | $1.15M | Buy |
+10,851
| New | +$1.15M | 0.26% | 57 |
|