MWM
Mattern 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 |
-3,000
| Closed | -$325K | – | 172 |
|
|
2021
Q1 | $325K | Hold |
3,000
| – | – | 0.11% | 130 |
|
|
2020
Q4 | $330K | Hold |
3,000
| – | – | 0.12% | 128 |
|
|
2020
Q3 | $331K | Sell |
3,000
-129
| -4% | -$14.2K | 0.14% | 120 |
|
|
2020
Q2 | $346K | Sell |
3,129
-2,045
| -40% | -$226K | 0.17% | 105 |
|
|
2020
Q1 | $571K | Sell |
5,174
-6,203
| -55% | -$685K | 0.41% | 77 |
|
|
2019
Q4 | $1.23M | Buy |
+11,377
| New | +$1.23M | 0.74% | 52 |
|