Advisory Research’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.67M | Hold |
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|
2025
Q2 | $1.64M | Hold |
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|
2025
Q1 | $1.64M | Hold |
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|
2024
Q4 | $1.61M | Hold |
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|
2024
Q3 | $1.68M | Hold |
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|
2024
Q2 | $1.61M | Hold |
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|
2024
Q1 | $1.62M | Hold |
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|
2023
Q4 | $1.65M | Hold |
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|
2023
Q3 | $1.56M | Hold |
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|
2023
Q2 | $1.63M | Hold |
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|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.82M | Hold |
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|
2022
Q3 | $1.8M | Sell |
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|
2022
Q2 | $2.71M | Sell |
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|
2022
Q1 | $3.13M | Sell |
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|
2021
Q4 | $4.2M | Sell |
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|
2021
Q3 | $4.73M | Hold |
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|
2021
Q2 | $4.73M | Hold |
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|
2021
Q1 | $4.74M | Sell |
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|
2020
Q4 | $9.63M | Buy |
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|
2020
Q3 | $4.83M | Buy |
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|
2020
Q2 | $4.09M | Buy |
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