Peninsula Wealth’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
Q4 | $2.28M | Sell |
24,834
-4,860
| -16% | -$446K | 0.39% | 29 |
|
|
2024
Q3 | $2.81M | Buy |
29,694
+2,533
| +9% | +$239K | 0.49% | 28 |
|
|
2024
Q2 | $2.53M | Buy |
27,161
+7,952
| +41% | +$740K | 0.47% | 28 |
|
|
2024
Q1 | $1.78M | Buy |
19,209
+2,113
| +12% | +$195K | 0.35% | 31 |
|
|
2023
Q4 | $1.61M | Buy |
+17,096
| New | +$1.61M | 0.33% | 29 |
|