Lumature Wealth Partners’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
2023
Q2
$221K Sell
2023
Q1
$269K Hold
2022
Q4
$264K Sell
2022
Q3
$285K Sell
2022
Q2
$325K Sell
2022
Q1
$3.63M Sell
2021
Q4
$3.9M Buy
2021
Q3
$3.68M Buy
2021
Q2
$3.21M Buy
2021
Q1
$2.71M Buy
2020
Q4
$1.9M Buy