WWM
WT Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,428
| Closed | -$263K | – | 127 |
|
|
2021
Q3 | $263K | Sell |
2,428
-48
| -2% | -$5.2K | 0.1% | 108 |
|
|
2021
Q2 | $268K | Sell |
2,476
-118
| -5% | -$12.8K | 0.11% | 112 |
|
|
2021
Q1 | $281K | Sell |
2,594
-2,537
| -49% | -$275K | 0.13% | 109 |
|
|
2020
Q4 | $565K | Sell |
5,131
-227
| -4% | -$25K | 0.31% | 86 |
|
|
2020
Q3 | $591K | Sell |
5,358
-81
| -1% | -$8.93K | 0.39% | 68 |
|
|
2020
Q2 | $602K | Sell |
5,439
-180
| -3% | -$19.9K | 0.48% | 52 |
|
|
2020
Q1 | $620K | Sell |
5,619
-444
| -7% | -$49K | 0.65% | 35 |
|
|
2019
Q4 | $655K | Buy |
6,063
+89
| +1% | +$9.62K | 0.5% | 44 |
|
|
2019
Q3 | $646K | Buy |
+5,974
| New | +$646K | 0.56% | 43 |
|