Accurate 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
2025
Q2
$242K Buy
2,592
+343
+15% +$32K 0.04% 400
2025
Q1
$207K Sell
2,249
-1,811
-45% -$166K 0.04% 365
2024
Q4
$368K Buy
4,060
+249
+7% +$22.5K 0.07% 251
2024
Q3
$360K Buy
+3,811
New +$360K 0.07% 258
2023
Q1
Sell
-1,784
Closed -$169K 929
2022
Q4
$169K Sell
1,784
-1,574
-47% -$149K 0.06% 231
2022
Q3
$293K Sell
3,358
-38
-1% -$3.32K 0.12% 136
2022
Q2
$331K Sell
3,396
-690
-17% -$67.3K 0.18% 107
2022
Q1
$416K Buy
+4,086
New +$416K 0.19% 101