LGWM
Litman Gregory Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-74
| Closed | -$8K | – | 138 |
|
|
2021
Q1 | $8K | Hold |
74
| – | – | ﹤0.01% | 152 |
|
|
2020
Q4 | $8K | Hold |
74
| – | – | ﹤0.01% | 153 |
|
|
2020
Q3 | $8K | Hold |
74
| – | – | ﹤0.01% | 154 |
|
|
2020
Q2 | $8K | Hold |
74
| – | – | ﹤0.01% | 138 |
|
|
2020
Q1 | $8K | Hold |
74
| – | – | ﹤0.01% | 130 |
|
|
2019
Q4 | $8K | Hold |
74
| – | – | ﹤0.01% | 152 |
|
|
2019
Q3 | $8K | Sell |
74
-200
| -73% | -$21.6K | ﹤0.01% | 141 |
|
|
2019
Q2 | $29K | Buy |
+274
| New | +$29K | 0.01% | 117 |
|