WoodTrust Financial’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-27,300
| Closed | -$2.82M | – | 74 |
|
2018
Q3 | $2.82M | Buy |
27,300
+2,455
| +10% | +$254K | 1.36% | 29 |
|
2018
Q2 | $2.59M | Buy |
24,845
+1,381
| +6% | +$144K | 1.36% | 26 |
|
2018
Q1 | $2.46M | Sell |
23,464
-2,799
| -11% | -$293K | 1.32% | 28 |
|
2017
Q4 | $2.8M | Buy |
+26,263
| New | +$2.8M | 1.49% | 24 |
|