Wells 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
2022 Q4	–	Sell	-9,063	Closed	-$830K	–	67
2022 Q3	$830K	Sell	9,063 -146	-2%	-$13.4K	0.8%	22
2022 Q2	$898K	Sell	9,209 -4,081	-31%	-$398K	0.81%	22
2022 Q1	$1.35M	Sell	13,290 -150	-1%	-$15.3K	1.13%	21
2021 Q4	$1.44M	Buy	+13,440	New	+$1.44M	1.15%	21