SMA
Sage Mountain Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-112
| Closed | -$10.4K | – | 377 |
|
|
2023
Q2 | $10.4K | Hold |
112
| – | – | ﹤0.01% | 323 |
|
|
2023
Q1 | $10.6K | Hold |
112
| – | – | ﹤0.01% | 306 |
|
|
2022
Q4 | $10.4K | Hold |
112
| – | – | ﹤0.01% | 266 |
|
|
2022
Q3 | $10K | Hold |
112
| – | – | ﹤0.01% | 347 |
|
|
2022
Q2 | $11K | Hold |
112
| – | – | ﹤0.01% | 581 |
|
|
2022
Q1 | $11K | Hold |
112
| – | – | ﹤0.01% | 600 |
|
|
2021
Q4 | $12K | Hold |
112
| – | – | ﹤0.01% | 661 |
|
|
2021
Q3 | $12K | Hold |
112
| – | – | ﹤0.01% | 558 |
|
|
2021
Q2 | $12K | Sell |
112
-341
| -75% | -$36.5K | ﹤0.01% | 512 |
|
|
2021
Q1 | $49K | Buy |
+453
| New | +$49K | 0.01% | 400 |
|