SPWG
Syntegra Private Wealth Group’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
2,285
-5
| -0.2% | -$469 | 0.02% | 172 |
|
|
2025
Q1 | $215K | Sell |
2,290
-401
| -15% | -$37.6K | 0.03% | 155 |
|
|
2024
Q4 | $247K | Sell |
2,691
-51
| -2% | -$4.68K | 0.03% | 138 |
|
|
2024
Q3 | $263K | Buy |
2,742
+54
| +2% | +$5.17K | 0.03% | 130 |
|
|
2024
Q2 | $247K | Sell |
2,688
-62
| -2% | -$5.69K | 0.03% | 128 |
|
|
2024
Q1 | $254K | Buy |
2,750
+16
| +0.6% | +$1.48K | 0.03% | 123 |
|
|
2023
Q4 | $257K | Buy |
2,734
+57
| +2% | +$5.36K | 0.04% | 114 |
|
|
2023
Q3 | $238K | Sell |
2,677
-931
| -26% | -$82.7K | 0.04% | 112 |
|
|
2023
Q2 | $336K | Buy |
3,608
+238
| +7% | +$22.2K | 0.05% | 94 |
|
|
2023
Q1 | $319K | Buy |
3,370
+454
| +16% | +$43K | 0.06% | 92 |
|
|
2022
Q4 | $271K | Buy |
+2,916
| New | +$271K | 0.05% | 87 |
|