Lineweaver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $12.4M | Buy |
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2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $3.03M | Sell |
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|
2022
Q3 | $3.01M | Sell |
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|
2022
Q2 | $3.3M | Sell |
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|
2022
Q1 | $3.57M | Buy |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | $2.79M | Buy |
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|
2021
Q2 | $2.48M | Buy |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $5.17M | Buy |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $259K | Sell |
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|
2020
Q1 | $3.51M | Sell |
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|
2019
Q4 | $5.89M | Buy |
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