Milestone Wealth’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$230K Sell
2,509
-71
-3% -$6.51K 0.26% 41
2022
Q2
$252K Buy
2,580
+1,080
+72% +$105K 0.27% 44
2022
Q1
$161K Hold
1,500
0.13% 65
2021
Q4
$161K Buy
+1,500
New +$161K 0.13% 65