WFA
Wellspring Financial Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,963
| Closed | -$506K | – | 124 |
|
|
2022
Q1 | $506K | Sell |
4,963
-1,795
| -27% | -$183K | 0.15% | 54 |
|
|
2021
Q4 | $726K | Sell |
6,758
-3,023
| -31% | -$325K | 0.2% | 49 |
|
|
2021
Q3 | $1.06M | Sell |
9,781
-2,992
| -23% | -$324K | 0.32% | 38 |
|
|
2021
Q2 | $1.38M | Buy |
+12,773
| New | +$1.38M | 0.43% | 35 |
|
|
2021
Q1 | – | Sell |
-10,953
| Closed | -$1.21M | – | 103 |
|
|
2020
Q4 | $1.21M | Buy |
+10,953
| New | +$1.21M | 0.42% | 34 |
|