SWC
Spectrum Wealth Counsel’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.21M | Sell |
55,543
-11,967
| -18% | -$1.12M | 0.63% | 47 |
|
|
2024
Q4 | $6.19M | Buy |
67,510
+5,778
| +9% | +$530K | 0.73% | 40 |
|
|
2024
Q3 | $5.91M | Buy |
61,732
+972
| +2% | +$93.1K | 0.7% | 41 |
|
|
2024
Q2 | $5.58M | Buy |
60,760
+5,703
| +10% | +$524K | 0.71% | 41 |
|
|
2024
Q1 | $5.09M | Sell |
55,057
-613
| -1% | -$56.7K | 0.62% | 46 |
|
|
2023
Q4 | $5.24M | Buy |
+55,670
| New | +$5.24M | 0.73% | 45 |
|