TIAM2
Tru Independence Asset Management 2’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,897
| Closed | -$419K | – | 125 |
|
|
2021
Q4 | $419K | Sell |
3,897
-62
| -2% | -$6.67K | 0.22% | 78 |
|
|
2021
Q3 | $428K | Buy |
3,959
+268
| +7% | +$29K | 0.3% | 63 |
|
|
2021
Q2 | $399K | Sell |
3,691
-1,400
| -27% | -$151K | 0.27% | 77 |
|
|
2021
Q1 | $552K | Buy |
5,091
+135
| +3% | +$14.6K | 0.44% | 62 |
|
|
2020
Q4 | $546K | Buy |
+4,956
| New | +$546K | 0.46% | 55 |
|