SWM
Seed 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 | $884K | Hold |
9,420
| – | – | 0.66% | 41 |
|
|
2025
Q1 | $883K | Hold |
9,420
| – | – | 0.72% | 37 |
|
|
2024
Q4 | $864K | Hold |
9,420
| – | – | 0.7% | 42 |
|
|
2024
Q3 | $903K | Hold |
9,420
| – | – | 0.72% | 40 |
|
|
2024
Q2 | $865K | Buy |
+9,420
| New | +$865K | 0.75% | 34 |
|
|
2024
Q1 | – | Sell |
-6,645
| Closed | -$622K | – | 153 |
|
|
2023
Q4 | $622K | Buy |
6,645
+785
| +13% | +$73.4K | 0.63% | 39 |
|
|
2023
Q3 | $520K | Sell |
5,860
-1,910
| -25% | -$170K | 0.58% | 49 |
|
|
2023
Q2 | $725K | Buy |
7,770
+1,695
| +28% | +$158K | 0.77% | 33 |
|
|
2023
Q1 | $575K | Buy |
6,075
+25
| +0.4% | +$2.37K | 0.65% | 41 |
|
|
2022
Q4 | $561K | Buy |
+6,050
| New | +$561K | 0.64% | 36 |
|