Sugarloaf Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.5K | Buy |
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|
2024
Q3 | $10.4K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $185K | Buy |
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|
2021
Q4 | $195K | Hold |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q2 | $196K | Buy |
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|
2021
Q1 | $195 | Sell |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | $208K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | $206K | Buy |
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