Mascoma Wealth Management’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
Q1
Sell
-36
Closed -$3.34K 618
2022
Q4
$3.34K Hold
36
﹤0.01% 533
2022
Q3
$3K Sell
36
-1,036
-97% -$100K ﹤0.01% 536
2022
Q2
$105K Buy
1,072
+702
+190% +$68.8K 0.04% 167
2022
Q1
$38K Buy
+370
New +$38.6K 0.01% 302
2019
Q3
$921K Buy
8,500
+1,113
+15% +$120K 0.58% 36
2019
Q2
$795K Buy
7,387
+7,290
+7,515% +$776K 0.5% 32
2019
Q1
$10K Hold
97
0.01% 267
2018
Q4
$10K Hold
97
0.01% 258
2018
Q3
$10K Hold
97
0.01% 282
2018
Q2
$10K Hold
97
0.01% 274
2018
Q1
$10K Hold
97
0.01% 270
2017
Q4
$10K Hold
97
0.01% 265
2017
Q3
$10K Buy
+97
New +$10.4K 0.01% 279

Other funds holding MBB