JWM
Janiczek Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.19K | Hold |
13
| – | – | ﹤0.01% | 908 |
|
|
2024
Q1 | $1.2K | Hold |
13
| – | – | ﹤0.01% | 920 |
|
|
2023
Q4 | $1.22K | Hold |
13
| – | – | ﹤0.01% | 907 |
|
|
2023
Q3 | $1.16K | Buy |
+13
| New | +$1.16K | ﹤0.01% | 900 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 877 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 806 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 691 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 368 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 161 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 163 |
|
|
2019
Q3 | $0 | Sell |
1
-5
| -83% | – | ﹤0.01% | 185 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 179 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 155 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 154 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 140 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 150 |
|