One Wealth Management Investment & Advisory Services’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-24,946
Closed -$2.29M 99
2024
Q2
$2.29M Sell
24,946
-3
-0% -$275 0.91% 21
2024
Q1
$2.31M Buy
24,949
+5,528
+28% +$511K 0.94% 22
2023
Q4
$1.83M Buy
+19,421
New +$1.83M 0.81% 22