MinichMacGregor Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,466
| Closed | -$271K | – | 93 |
|
|
2020
Q1 | $271K | Buy |
+2,466
| New | +$271K | 0.24% | 71 |
|
|
2019
Q1 | – | Sell |
-4,200
| Closed | -$450K | – | 90 |
|
|
2018
Q4 | $450K | Buy |
+4,200
| New | +$450K | 0.31% | 68 |
|
|
2017
Q3 | – | Sell |
-85
| Closed | -$9K | – | 507 |
|
|
2017
Q2 | $9K | Hold |
85
| – | – | 0.01% | 291 |
|
|
2017
Q1 | $9K | Hold |
85
| – | – | 0.01% | 291 |
|
|
2016
Q4 | $9K | Hold |
85
| – | – | 0.01% | 272 |
|
|
2016
Q3 | $9K | Hold |
85
| – | – | 0.01% | 281 |
|
|
2016
Q2 | $9K | Hold |
85
| – | – | 0.01% | 271 |
|
|
2016
Q1 | $9K | Buy |
+85
| New | +$9K | 0.01% | 266 |
|