Lenox Wealth Management’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
2020
Q2
$6.96M Sell
2020
Q1
$8.5M Buy
2019
Q4
$8.27M Buy
2019
Q3
$5.83M Buy
2019
Q2
$4.26M Sell
2019
Q1
$7.19M Buy
2018
Q4
$2.11M Buy
2018
Q3
$983K Buy