Rezny Wealth Management’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
Q2 | – | Sell |
-2,341
| Closed | -$222K | – | 26 |
|
|
2023
Q1 | $222K | Hold |
2,341
| – | – | 0.08% | 20 |
|
|
2022
Q4 | $217K | Hold |
2,341
| – | – | 0.08% | 20 |
|
|
2022
Q3 | $214K | Hold |
2,341
| – | – | 0.09% | 18 |
|
|
2022
Q2 | $228K | Hold |
2,341
| – | – | 0.09% | 19 |
|
|
2022
Q1 | $238K | Hold |
2,341
| – | – | 0.08% | 20 |
|
|
2021
Q4 | $251K | Sell |
2,341
-555
| -19% | -$59.5K | 0.08% | 19 |
|
|
2021
Q3 | $313K | Hold |
2,896
| – | – | 0.11% | 18 |
|
|
2021
Q2 | $313K | Hold |
2,896
| – | – | 0.11% | 16 |
|
|
2021
Q1 | $313K | Hold |
2,896
| – | – | 0.12% | 12 |
|
|
2020
Q4 | $318K | Hold |
2,896
| – | – | 0.13% | 12 |
|
|
2020
Q3 | $319K | Buy |
+2,896
| New | +$319K | 0.15% | 9 |
|