TWA
Tandem Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
145,662
-8,425
| -5% | -$791K | 6.76% | 6 |
|
|
2025
Q1 | $14.4M | Buy |
154,087
+1,220
| +0.8% | +$114K | 7.56% | 4 |
|
|
2024
Q4 | $14M | Buy |
152,867
+14,527
| +11% | +$1.33M | 7.15% | 4 |
|
|
2024
Q3 | $13.3M | Buy |
138,340
+2,532
| +2% | +$243K | 6.72% | 4 |
|
|
2024
Q2 | $12.5M | Buy |
135,808
+3,104
| +2% | +$285K | 6.68% | 4 |
|
|
2024
Q1 | $12.2M | Buy |
132,704
+4,589
| +4% | +$422K | 6.7% | 4 |
|
|
2023
Q4 | $12.1M | Sell |
128,115
-2,871
| -2% | -$270K | 6.95% | 4 |
|
|
2023
Q3 | $11.6M | Buy |
130,986
+4,977
| +4% | +$442K | 7.11% | 5 |
|
|
2023
Q2 | $11.7M | Sell |
126,009
-578
| -0.5% | -$53.9K | 7.11% | 5 |
|
|
2023
Q1 | $12M | Buy |
126,587
+855
| +0.7% | +$81K | 7.46% | 5 |
|
|
2022
Q4 | $11.7M | Buy |
+125,732
| New | +$11.7M | 7.41% | 4 |
|