SWM
SigFig 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 | $5.18M | Sell |
55,404
-336
| -0.6% | -$31.4K | 0.17% | 56 |
|
|
2025
Q1 | $5.22M | Sell |
55,740
-8,196
| -13% | -$768K | 0.19% | 54 |
|
|
2024
Q4 | $5.87M | Buy |
63,936
+3,789
| +6% | +$348K | 0.21% | 50 |
|
|
2024
Q3 | $5.79M | Sell |
60,147
-633
| -1% | -$60.9K | 0.21% | 52 |
|
|
2024
Q2 | $5.58M | Buy |
60,780
+1,422
| +2% | +$131K | 0.21% | 52 |
|
|
2024
Q1 | $5.49M | Buy |
59,358
+3,934
| +7% | +$364K | 0.2% | 49 |
|
|
2023
Q4 | $5.21M | Buy |
55,424
+1,528
| +3% | +$144K | 0.2% | 51 |
|
|
2023
Q3 | $4.79M | Sell |
53,896
-17,209
| -24% | -$1.53M | 0.19% | 52 |
|
|
2023
Q2 | $6.62M | Buy |
71,105
+3,098
| +5% | +$288K | 0.26% | 44 |
|
|
2023
Q1 | $6.44M | Buy |
68,007
+11,140
| +20% | +$1.06M | 0.36% | 37 |
|
|
2022
Q4 | $3.39M | Buy |
56,867
+39,643
| +230% | +$2.37M | 0.17% | 50 |
|
|
2022
Q3 | $1.96M | Sell |
17,224
-1,030
| -6% | -$117K | 0.1% | 65 |
|
|
2022
Q2 | $1.94M | Buy |
18,254
+940
| +5% | +$99.7K | 0.1% | 58 |
|
|
2022
Q1 | $1.86M | Sell |
17,314
-155
| -0.9% | -$16.6K | 0.09% | 59 |
|
|
2021
Q4 | $1.86M | Buy |
17,469
+2,653
| +18% | +$282K | 0.09% | 54 |
|
|
2021
Q3 | $1.6M | Buy |
14,816
+2,044
| +16% | +$221K | 0.08% | 57 |
|
|
2021
Q2 | $1.38M | Buy |
12,772
+2,936
| +30% | +$318K | 0.07% | 59 |
|
|
2021
Q1 | $1.07M | Sell |
9,836
-2,382
| -19% | -$258K | 0.07% | 57 |
|
|
2020
Q4 | $1.35M | Buy |
+12,218
| New | +$1.35M | 0.1% | 48 |
|