Wellspring Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$506K Sell
2021
Q4
$726K Sell
2021
Q3
$1.06M Sell
2021
Q2
$1.38M Buy
2021
Q1
Sell
2020
Q4
$1.21M Buy