SAG
SageView Advisory Group’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,120
| Closed | -$724K | – | 649 |
|
|
2024
Q1 | $724K | Buy |
+14,120
| New | +$724K | 0.04% | 252 |
|
|
2023
Q4 | – | Sell |
-4,056
| Closed | -$360K | – | 499 |
|
|
2023
Q3 | $360K | Sell |
4,056
-251
| -6% | -$22.3K | 0.02% | 382 |
|
|
2023
Q2 | $402K | Buy |
4,307
+726
| +20% | +$67.7K | 0.02% | 389 |
|
|
2023
Q1 | $339K | Sell |
3,581
-6,480
| -64% | -$614K | 0.02% | 365 |
|
|
2022
Q4 | $933K | Buy |
+10,061
| New | +$933K | 0.08% | 164 |
|