Protective Life’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-155,421
Closed -$14.5M 15
2023
Q2
$14.5M Hold
155,421
11.51% 4
2023
Q1
$14.7M Buy
155,421
+32,000
+26% +$3.03M 9.77% 5
2022
Q4
$11.4M Hold
123,421
9.17% 4
2022
Q3
$11.3M Sell
123,421
-40,600
-25% -$3.72M 9.27% 4
2022
Q2
$16M Buy
164,021
+40,600
+33% +$3.96M 12.14% 4
2022
Q1
$12.6M Hold
123,421
11.33% 4
2021
Q4
$13.3M Hold
123,421
11.63% 4
2021
Q3
$13.3M Hold
123,421
11.62% 4
2021
Q2
$13.4M Hold
123,421
11.76% 4
2021
Q1
$13.4M Hold
123,421
11.76% 4
2020
Q4
$13.6M Hold
123,421
11.62% 4
2020
Q3
$13.6M Hold
123,421
9.71% 5
2020
Q2
$13.7M Hold
123,421
9.46% 5
2020
Q1
$13.3M Hold
123,421
11.76% 4
2019
Q4
$13.3M Hold
123,421
11.75% 4
2019
Q3
$13.4M Buy
123,421
+1,860
+2% +$201K 11.81% 4
2019
Q2
$13.1M Hold
121,561
11.94% 4
2019
Q1
$12.9M Hold
121,561
12.03% 4
2018
Q4
$12.8M Hold
121,561
11.78% 4
2018
Q3
$12.6M Buy
+121,561
New +$12.6M 10.33% 6