Wiser Wealth Management’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
Q1 | – | Sell |
-1,980
| Closed | -$213K | – | 29 |
|
|
2021
Q4 | $213K | Sell |
1,980
-78
| -4% | -$8.39K | 0.1% | 30 |
|
|
2021
Q3 | $223K | Buy |
+2,058
| New | +$223K | 0.12% | 28 |
|
|
2021
Q2 | – | Sell |
-2,715
| Closed | -$294K | – | 29 |
|
|
2021
Q1 | $294K | Sell |
2,715
-653
| -19% | -$70.7K | 0.2% | 27 |
|
|
2020
Q4 | $371K | Buy |
+3,368
| New | +$371K | 0.28% | 25 |
|