SSWM
Sheets Smith 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 | $1.88M | Hold |
19,983
| – | – | 0.22% | 98 |
|
|
2025
Q1 | $1.87M | Sell |
19,983
-11,104
| -36% | -$1.04M | 0.23% | 96 |
|
|
2024
Q4 | $2.85M | Sell |
31,087
-281
| -0.9% | -$25.8K | 0.35% | 70 |
|
|
2024
Q3 | $3.01M | Sell |
31,368
-591
| -2% | -$56.6K | 0.37% | 66 |
|
|
2024
Q2 | $2.93M | Sell |
31,959
-2,724
| -8% | -$250K | 0.35% | 72 |
|
|
2024
Q1 | $3.21M | Sell |
34,683
-1,795
| -5% | -$166K | 0.36% | 70 |
|
|
2023
Q4 | $3.43M | Sell |
36,478
-55
| -0.2% | -$5.17K | 0.49% | 54 |
|
|
2023
Q3 | $3.24M | Buy |
36,533
+9,325
| +34% | +$828K | 0.49% | 55 |
|
|
2023
Q2 | $2.54M | Sell |
27,208
-598
| -2% | -$55.8K | 0.37% | 68 |
|
|
2023
Q1 | $2.63M | Buy |
27,806
+2,195
| +9% | +$208K | 0.4% | 59 |
|
|
2022
Q4 | $2.38M | Buy |
+25,611
| New | +$2.38M | 0.37% | 65 |
|
|
2020
Q3 | – | Sell |
-2,332
| Closed | -$258K | – | 299 |
|
|
2020
Q2 | $258K | Sell |
2,332
-31
| -1% | -$3.43K | 0.05% | 212 |
|
|
2020
Q1 | $261K | Buy |
2,363
+251
| +12% | +$27.7K | 0.05% | 223 |
|
|
2019
Q4 | $228K | Buy |
+2,112
| New | +$228K | 0.04% | 300 |
|