LifePlan Financial Group’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
Q3 | $281K | Sell |
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2020
Q2 | $330K | Sell |
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|
2020
Q1 | $2.3M | Sell |
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|
2019
Q4 | $3.3M | Buy |
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|
2019
Q3 | $3.3M | Buy |
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|
2019
Q2 | $1.57M | Buy |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $278K | Sell |
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|
2018
Q3 | $390K | Sell |
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|
2018
Q2 | $405K | Buy |
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|
2018
Q1 | $320K | Sell |
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|
2017
Q4 | $334K | Hold |
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|
2017
Q3 | $334K | Buy |
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|
2017
Q2 | $322K | Buy |
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|
2017
Q1 | $238K | Buy |
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