LWM
Liberty Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
+53,316
| New | +$5.01M | 0.78% | 35 |
|
|
2025
Q1 | – | Sell |
-56,774
| Closed | -$5.18M | – | 181 |
|
|
2024
Q4 | $5.18M | Buy |
56,774
+384
| +0.7% | +$35K | 0.86% | 30 |
|
|
2024
Q3 | $5.4M | Sell |
56,390
-110,966
| -66% | -$10.6M | 0.92% | 27 |
|
|
2024
Q2 | $5.29M | Buy |
167,356
+109,156
| +188% | +$3.45M | 0.97% | 27 |
|
|
2024
Q1 | $5.37M | Sell |
58,200
-16,642
| -22% | -$1.53M | 1.05% | 26 |
|
|
2023
Q4 | $7.04M | Buy |
74,842
+789
| +1% | +$74.2K | 1.51% | 18 |
|
|
2023
Q3 | $6.57M | Sell |
74,053
-10,644
| -13% | -$945K | 1.64% | 16 |
|
|
2023
Q2 | $7.9M | Buy |
84,697
+3,865
| +5% | +$360K | 1.95% | 11 |
|
|
2023
Q1 | $7.66M | Buy |
+80,832
| New | +$7.66M | 1.58% | 12 |
|
|
2022
Q3 | $2.05M | Buy |
22,375
+908
| +4% | +$83.2K | 0.55% | 30 |
|
|
2022
Q2 | $2.09M | Sell |
21,467
-691
| -3% | -$67.2K | 0.85% | 27 |
|
|
2022
Q1 | $2.26M | Buy |
+22,158
| New | +$2.26M | 0.81% | 28 |
|
|
2021
Q4 | – | Sell |
-16,248
| Closed | -$1.76M | – | 54 |
|
|
2021
Q3 | $1.76M | Buy |
16,248
+2,805
| +21% | +$303K | 0.63% | 34 |
|
|
2021
Q2 | $1.46M | Sell |
13,443
-4,367
| -25% | -$473K | 0.57% | 32 |
|
|
2021
Q1 | $1.96M | Hold |
17,810
| – | – | 0.96% | 23 |
|
|
2020
Q4 | $1.96M | Buy |
17,810
+16,651
| +1,437% | +$1.83M | 0.96% | 23 |
|
|
2020
Q3 | $128K | Buy |
1,159
+5
| +0.4% | +$552 | 0.08% | 137 |
|
|
2020
Q2 | $128K | Sell |
1,154
-10,995
| -91% | -$1.22M | 0.09% | 122 |
|
|
2020
Q1 | $1.36M | Sell |
12,149
-2,280
| -16% | -$255K | 1.19% | 19 |
|
|
2019
Q4 | $1.56M | Buy |
14,429
+4,246
| +42% | +$459K | 1.23% | 13 |
|
|
2019
Q3 | $1.1M | Buy |
10,183
+5,489
| +117% | +$595K | 1.04% | 17 |
|
|
2019
Q2 | $505K | Buy |
4,694
+3,560
| +314% | +$383K | 0.44% | 50 |
|
|
2019
Q1 | $120K | Buy |
1,134
+178
| +19% | +$18.8K | 0.09% | 120 |
|
|
2018
Q4 | $100K | Buy |
+956
| New | +$100K | 0.07% | 131 |
|