MFWM
Motley Fool Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-138,538
| Closed | -$13M | – | 128 |
|
|
2023
Q4 | $13M | Buy |
138,538
+2,977
| +2% | +$280K | 0.68% | 48 |
|
|
2023
Q3 | $12M | Buy |
135,561
+4,859
| +4% | +$431K | 0.7% | 43 |
|
|
2023
Q2 | $12.2M | Buy |
130,702
+3,822
| +3% | +$356K | 0.72% | 45 |
|
|
2023
Q1 | $12M | Sell |
126,880
-1,631
| -1% | -$155K | 0.75% | 44 |
|
|
2022
Q4 | $11.9M | Sell |
128,511
-179,242
| -58% | -$16.6M | 0.83% | 43 |
|
|
2022
Q3 | $28.2M | Sell |
307,753
-12,546
| -4% | -$1.15M | 1.85% | 16 |
|
|
2022
Q2 | $31.2M | Sell |
320,299
-17,808
| -5% | -$1.74M | 1.96% | 14 |
|
|
2022
Q1 | $34.4M | Buy |
338,107
+58,598
| +21% | +$5.97M | 1.64% | 15 |
|
|
2021
Q4 | $30M | Sell |
279,509
-1,324
| -0.5% | -$142K | 1.31% | 25 |
|
|
2021
Q3 | $30.4M | Buy |
280,833
+13,566
| +5% | +$1.47M | 1.32% | 24 |
|
|
2021
Q2 | $28.9M | Buy |
267,267
+5,137
| +2% | +$556K | 1.22% | 25 |
|
|
2021
Q1 | $28.4M | Buy |
262,130
+7,955
| +3% | +$862K | 1.28% | 17 |
|
|
2020
Q4 | $28M | Buy |
+254,175
| New | +$28M | 1.25% | 19 |
|