Lloyd Advisory Services’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,328
| Closed | -$214K | – | 106 |
|
|
2024
Q2 | $214K | Buy |
+2,328
| New | +$214K | 0.1% | 87 |
|
|
2022
Q1 | – | Sell |
-5,777
| Closed | -$621K | – | 642 |
|
|
2021
Q4 | $621K | Buy |
+5,777
| New | +$621K | 0.29% | 41 |
|
|
2020
Q1 | – | Sell |
-166
| Closed | -$18K | – | 356 |
|
|
2019
Q4 | $18K | Buy |
+166
| New | +$18K | 0.02% | 194 |
|