Kowal Investment Group’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,253
Closed -$308K 165
2023
Q1
$308K Buy
3,253
+428
+15% +$40.5K 0.09% 111
2022
Q4
$262K Buy
+2,825
New +$262K 0.08% 128