Meridian Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,318
| Closed | -$222K | – | 650 |
|
|
2024
Q3 | $222K | Buy |
+2,318
| New | +$222K | 0.01% | 591 |
|
|
2024
Q2 | – | Sell |
-4,719
| Closed | -$436K | – | 446 |
|
|
2024
Q1 | $436K | Sell |
4,719
-1,416
| -23% | -$131K | 0.07% | 145 |
|
|
2023
Q4 | $577K | Sell |
6,135
-1,455
| -19% | -$137K | 0.04% | 356 |
|
|
2023
Q3 | $674K | Buy |
7,590
+4,029
| +113% | +$358K | 0.04% | 305 |
|
|
2023
Q2 | $332K | Buy |
+3,561
| New | +$332K | 0.03% | 408 |
|