True Link Financial Advisors’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,598
| Closed | -$1.47M | – | 91 |
|
|
2023
Q3 | $1.47M | Sell |
16,598
-150
| -0.9% | -$13.3K | 0.18% | 36 |
|
|
2023
Q2 | $1.56M | Hold |
16,748
| – | – | 0.19% | 35 |
|
|
2023
Q1 | $1.59M | Sell |
16,748
-456
| -3% | -$43.2K | 0.2% | 38 |
|
|
2022
Q4 | $1.6M | Sell |
17,204
-1,863
| -10% | -$173K | 0.22% | 34 |
|
|
2022
Q3 | $1.75M | Buy |
19,067
+674
| +4% | +$61.7K | 0.25% | 32 |
|
|
2022
Q2 | $1.79M | Sell |
18,393
-972
| -5% | -$94.8K | 0.27% | 37 |
|
|
2022
Q1 | $1.97M | Sell |
19,365
-3,443
| -15% | -$351K | 0.29% | 35 |
|
|
2021
Q4 | $2.45M | Sell |
22,808
-647
| -3% | -$69.5K | 0.33% | 27 |
|
|
2021
Q3 | $2.54M | Sell |
23,455
-211
| -0.9% | -$22.8K | 0.35% | 27 |
|
|
2021
Q2 | $2.56M | Buy |
23,666
+2,125
| +10% | +$230K | 0.38% | 27 |
|
|
2021
Q1 | $2.34M | Buy |
21,541
+1,396
| +7% | +$151K | 0.34% | 36 |
|
|
2020
Q4 | $2.22M | Buy |
+20,145
| New | +$2.22M | 0.35% | 39 |
|