Strait & Sound Wealth Management’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,257
Closed -$207K 150
2024
Q2
$207K Sell
2,257
-1,052
-32% -$96.6K 0.11% 138
2024
Q1
$298K Buy
3,309
+117
+4% +$10.5K 0.17% 99
2023
Q4
$296K Sell
3,192
-688
-18% -$63.9K 0.19% 94
2023
Q3
$345K Buy
+3,880
New +$345K 0.3% 79