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 |
|