Tyler-Stone 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
Q3 | – | Sell |
-198
| Closed | -$18.2K | – | 657 |
|
|
2024
Q2 | $18.2K | Hold |
198
| – | – | 0.01% | 528 |
|
|
2024
Q1 | $18.3K | Hold |
198
| – | – | 0.01% | 526 |
|
|
2023
Q4 | $18.6K | Hold |
198
| – | – | 0.01% | 505 |
|
|
2023
Q3 | $18K | Hold |
198
| – | – | 0.01% | 493 |
|
|
2023
Q2 | $18K | Buy |
+198
| New | +$18K | 0.01% | 496 |
|
|
2022
Q4 | $18K | Hold |
198
| – | – | 0.01% | 456 |
|
|
2022
Q3 | $18K | Sell |
198
-118
| -37% | -$10.7K | 0.01% | 448 |
|
|
2022
Q2 | $31K | Hold |
316
| – | – | 0.02% | 383 |
|
|
2022
Q1 | $32K | Hold |
316
| – | – | 0.02% | 405 |
|
|
2021
Q4 | $34K | Buy |
+316
| New | +$34K | 0.02% | 417 |
|