Sugarloaf 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
Q4 | $10.5K | Buy |
115
+6
| +6% | +$550 | ﹤0.01% | 492 |
|
|
2024
Q3 | $10.4K | Buy |
+109
| New | +$10.4K | ﹤0.01% | 498 |
|
|
2022
Q2 | – | Sell |
-1,817
| Closed | -$185K | – | 798 |
|
|
2022
Q1 | $185K | Buy |
1,817
+5
| +0.3% | +$509 | 0.04% | 127 |
|
|
2021
Q4 | $195K | Hold |
1,812
| – | – | 0.05% | 128 |
|
|
2021
Q3 | $196K | Buy |
1,812
+4
| +0.2% | +$433 | 0.05% | 124 |
|
|
2021
Q2 | $196K | Buy |
1,808
+1,395
| +338% | +$151K | 0.05% | 128 |
|
|
2021
Q1 | $195 | Sell |
413
-1,480
| -78% | -$699 | 0.06% | 126 |
|
|
2020
Q4 | $208K | Buy |
1,893
+10
| +0.5% | +$1.1K | 0.07% | 110 |
|
|
2020
Q3 | $208K | Buy |
1,883
+9
| +0.5% | +$994 | 0.08% | 111 |
|
|
2020
Q2 | $207K | Buy |
1,874
+10
| +0.5% | +$1.11K | 0.08% | 107 |
|
|
2020
Q1 | $206K | Buy |
+1,864
| New | +$206K | 0.09% | 100 |
|