WPWM
Windward Private Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
3,301
-85
| -3% | -$7.98K | 0.11% | 36 |
|
|
2025
Q1 | $318K | Sell |
3,386
-11
| -0.3% | -$1.03K | 0.12% | 36 |
|
|
2024
Q4 | $311K | Sell |
3,397
-25
| -0.7% | -$2.29K | 0.12% | 38 |
|
|
2024
Q3 | $328K | Sell |
3,422
-86
| -2% | -$8.24K | 0.13% | 40 |
|
|
2024
Q2 | $322K | Buy |
3,508
+92
| +3% | +$8.45K | 0.13% | 38 |
|
|
2024
Q1 | $316K | Sell |
3,416
-56
| -2% | -$5.18K | 0.13% | 39 |
|
|
2023
Q4 | $327K | Buy |
+3,472
| New | +$327K | 0.14% | 38 |
|