Adams 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
Q1 | $456K | Buy |
4,861
+91
| +2% | +$8.53K | 0.09% | 98 |
|
2024
Q4 | $437K | Sell |
4,770
-774
| -14% | -$71K | 0.08% | 94 |
|
2024
Q3 | $531K | Sell |
5,544
-373
| -6% | -$35.7K | 0.11% | 87 |
|
2024
Q2 | $543K | Sell |
5,917
-673
| -10% | -$61.8K | 0.13% | 78 |
|
2024
Q1 | $609K | Buy |
6,590
+317
| +5% | +$29.3K | 0.15% | 77 |
|
2023
Q4 | $590K | Buy |
+6,273
| New | +$590K | 0.17% | 74 |
|