Advocacy Wealth Management Services’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
Q2 | $18.8M | Sell |
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|
2025
Q1 | $19.2M | Sell |
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|
2024
Q4 | $22.5M | Buy |
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|
2024
Q3 | $21.7M | Buy |
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|
2024
Q2 | $19.5M | Buy |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $13.2M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $26K | Sell |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $39K | Hold |
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|
2021
Q1 | $39K | Hold |
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|
2020
Q4 | $40K | Hold |
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|
2020
Q3 | $40K | Hold |
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|
2020
Q2 | $40K | Hold |
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|
2020
Q1 | $40K | Hold |
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|
2019
Q4 | $39K | Sell |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $40K | Hold |
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|
2019
Q1 | $40K | Hold |
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|
2018
Q4 | $39K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $29K | Buy |
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