Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,458
| Closed | -$322K | – | 537 |
|
|
2023
Q2 | $322K | Sell |
3,458
-484
| -12% | -$45.1K | 0.01% | 425 |
|
|
2023
Q1 | $373K | Sell |
3,942
-1,172
| -23% | -$111K | 0.02% | 383 |
|
|
2022
Q4 | $474K | Buy |
5,114
+478
| +10% | +$44.3K | 0.02% | 315 |
|
|
2022
Q3 | $425K | Sell |
4,636
-975
| -17% | -$89.4K | 0.02% | 307 |
|
|
2022
Q2 | $547K | Buy |
+5,611
| New | +$547K | 0.03% | 272 |
|