WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $651K | Sell |
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|
2023
Q3 | $745K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $652K | Buy |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $310K | Sell |
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|
2022
Q1 | $356K | Buy |
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