WWA
WCG 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 | $4.68M | Sell |
49,839
-973
| -2% | -$91.4K | 0.3% | 89 |
|
|
2025
Q1 | $4.77M | Sell |
50,812
-14,447
| -22% | -$1.35M | 0.36% | 82 |
|
|
2024
Q4 | $5.98M | Buy |
65,259
+2,490
| +4% | +$228K | 0.4% | 78 |
|
|
2024
Q3 | $6.01M | Buy |
62,769
+11,810
| +23% | +$1.13M | 0.41% | 78 |
|
|
2024
Q2 | $4.68M | Sell |
50,959
-178
| -0.3% | -$16.3K | 0.35% | 79 |
|
|
2024
Q1 | $4.73M | Buy |
51,137
+22,891
| +81% | +$2.12M | 0.4% | 67 |
|
|
2023
Q4 | $2.66M | Sell |
28,246
-21,068
| -43% | -$1.98M | 0.2% | 107 |
|
|
2023
Q3 | $4.38M | Buy |
49,314
+4,020
| +9% | +$357K | 0.32% | 75 |
|
|
2023
Q2 | $4.22M | Buy |
+45,294
| New | +$4.22M | 0.49% | 51 |
|