MWM
MBE Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,188
| Closed | -$1.01M | – | 61 |
|
|
2021
Q1 | $1.01M | Sell |
19,188
-2,088
| -10% | -$110K | 0.55% | 23 |
|
|
2020
Q4 | $1.16M | Buy |
21,276
+186
| +0.9% | +$10.2K | 0.79% | 20 |
|
|
2020
Q3 | $1.15M | Buy |
21,090
+22
| +0.1% | +$1.19K | 0.96% | 17 |
|
|
2020
Q2 | $1.14M | Buy |
21,068
+2,368
| +13% | +$129K | 0.96% | 17 |
|
|
2020
Q1 | $981K | Buy |
18,700
+1,286
| +7% | +$67.5K | 0.94% | 14 |
|
|
2019
Q4 | $907K | Buy |
+17,414
| New | +$907K | 0.91% | 17 |
|