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LWM Advisory Services’s iShares MBS ETF MBB Stock Holding History

LWM Advisory Services’s Portfolio MBB Stock Details MBB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,692
Closed -$247K – 111
2022
Q3 		$247K Buy
+2,692
New +$247K 0.28% 97
2022
Q1 		– Sell
-2,401
Closed -$258K – 120
2021
Q4 		$258K Buy
+2,401
New +$258K 0.32% 88