Wealthspire Advisors (New York)’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
Q2 | – | Sell |
-3,171
| Closed | -$300K | – | 569 |
|
|
2023
Q1 | $300K | Sell |
3,171
-203
| -6% | -$19.2K | 0.01% | 444 |
|
|
2022
Q4 | $313K | Sell |
3,374
-2,441
| -42% | -$226K | 0.01% | 450 |
|
|
2022
Q3 | $533K | Buy |
5,815
+3,070
| +112% | +$281K | 0.01% | 322 |
|
|
2022
Q2 | $268K | Buy |
+2,745
| New | +$268K | 0.01% | 422 |
|
|
2021
Q4 | – | Sell |
-3,376
| Closed | -$365K | – | 591 |
|
|
2021
Q3 | $365K | Buy |
+3,376
| New | +$365K | 0.01% | 422 |
|