Lenox Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$231K Buy
2021
Q4
$248K Sell
2021
Q3
$282K Sell
2021
Q2
$289K Buy
2021
Q1
$288K Buy
2020
Q4
$251K Buy
2020
Q3
$250K Buy