QPWM
Quadrant Private Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
27,170
+3,146
| +13% | +$295K | 0.53% | 57 |
|
|
2025
Q1 | $2.25M | Buy |
24,024
+2,171
| +10% | +$204K | 0.56% | 60 |
|
|
2024
Q4 | $2M | Buy |
21,853
+2,323
| +12% | +$213K | 0.49% | 59 |
|
|
2024
Q3 | $1.87M | Sell |
19,530
-929
| -5% | -$89K | 0.46% | 61 |
|
|
2024
Q2 | $1.88M | Buy |
20,459
+5,317
| +35% | +$488K | 0.43% | 64 |
|
|
2024
Q1 | $1.4M | Buy |
15,142
+54
| +0.4% | +$4.99K | 0.35% | 74 |
|
|
2023
Q4 | $1.42M | Buy |
15,088
+2,563
| +20% | +$241K | 0.39% | 66 |
|
|
2023
Q3 | $1.11M | Sell |
12,525
-732
| -6% | -$65K | 0.37% | 67 |
|
|
2023
Q2 | $1.24M | Buy |
13,257
+5,173
| +64% | +$482K | 0.36% | 73 |
|
|
2023
Q1 | $766K | Buy |
8,084
+3,118
| +63% | +$295K | 0.24% | 98 |
|
|
2022
Q4 | $461K | Buy |
+4,966
| New | +$461K | 0.15% | 131 |
|