MA
Mutual Advisors’s iShares US Fixed Income Balanced Risk Systematic ETF FIBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,110
| Closed | -$304K | – | 656 |
|
|
2020
Q1 | $304K | Hold |
3,110
| – | – | 0.04% | 390 |
|
|
2019
Q4 | $317K | Sell |
3,110
-383
| -11% | -$39K | 0.03% | 446 |
|
|
2019
Q3 | $354K | Hold |
3,493
| – | – | 0.05% | 381 |
|
|
2019
Q2 | $353K | Hold |
3,493
| – | – | 0.05% | 402 |
|
|
2019
Q1 | $347K | Hold |
3,493
| – | – | 0.05% | 335 |
|
|
2018
Q4 | $335K | Sell |
3,493
-1,919
| -35% | -$184K | 0.07% | 295 |
|
|
2018
Q3 | $526K | Buy |
5,412
+3,071
| +131% | +$298K | 0.08% | 281 |
|
|
2018
Q2 | $227K | Buy |
+2,341
| New | +$227K | 0.05% | 377 |
|