MWC
MBM Wealth Consultants’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-96
| Closed | -$9K | – | 319 |
|
|
2022
Q4 | $9K | Buy |
+96
| New | +$9K | ﹤0.01% | 232 |
|
|
2022
Q2 | – | Sell |
-64,592
| Closed | -$6.58M | – | 296 |
|
|
2022
Q1 | $6.58M | Buy |
64,592
+3,584
| +6% | +$365K | 2.73% | 11 |
|
|
2021
Q4 | $6.55M | Buy |
61,008
+4,344
| +8% | +$467K | 2.72% | 13 |
|
|
2021
Q3 | $6.13M | Buy |
56,664
+4,419
| +8% | +$478K | 2.8% | 13 |
|
|
2021
Q2 | $5.65M | Buy |
+52,245
| New | +$5.65M | 2.65% | 13 |
|