OBWG
Onyx Bridge Wealth Group’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,123
| Closed | -$277K | – | 263 |
|
|
2023
Q3 | $277K | Buy |
3,123
+162
| +5% | +$14.4K | 0.06% | 185 |
|
|
2023
Q2 | $276K | Sell |
2,961
-444
| -13% | -$41.4K | 0.07% | 180 |
|
|
2023
Q1 | $323K | Sell |
3,405
-350
| -9% | -$33.2K | 0.13% | 120 |
|
|
2022
Q4 | $356K | Sell |
3,755
-992
| -21% | -$94.1K | 0.14% | 106 |
|
|
2022
Q3 | $431K | Buy |
4,747
+243
| +5% | +$22.1K | 0.2% | 86 |
|
|
2022
Q2 | $446K | Buy |
4,504
+151
| +3% | +$15K | 0.2% | 75 |
|
|
2022
Q1 | $430K | Sell |
4,353
-3,349
| -43% | -$331K | 0.16% | 74 |
|
|
2021
Q4 | $824K | Buy |
7,702
+767
| +11% | +$82.1K | 0.28% | 46 |
|
|
2021
Q3 | $748K | Buy |
6,935
+2,242
| +48% | +$242K | 0.28% | 43 |
|
|
2021
Q2 | $509K | Buy |
+4,693
| New | +$509K | 0.22% | 46 |
|