AE Wealth Management’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 | $51.1M | Buy |
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|
2025
Q2 | $44.2M | Buy |
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|
2025
Q1 | $41M | Buy |
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|
2024
Q4 | $39M | Buy |
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|
2024
Q3 | $31.7M | Buy |
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|
2024
Q2 | $14M | Sell |
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|
2024
Q1 | $14.9M | Sell |
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|
2023
Q4 | $26.6M | Buy |
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|
2023
Q3 | $22.6M | Sell |
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|
2023
Q2 | $28M | Sell |
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|
2023
Q1 | $33.4M | Buy |
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|
2022
Q4 | $28.7M | Buy |
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|
2022
Q3 | $6.06M | Sell |
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|
2022
Q2 | $18.5M | Sell |
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|
2022
Q1 | $23.4M | Sell |
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|
2021
Q4 | $96.5M | Buy |
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|
2021
Q3 | $22M | Buy |
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|
2021
Q2 | $15.3M | Buy |
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|
2021
Q1 | $14.8M | Sell |
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|
2020
Q4 | $17.3M | Buy |
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|
2020
Q3 | $6.68M | Buy |
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|
2020
Q2 | $5M | Buy |
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|
2020
Q1 | $4.09M | Sell |
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|
2019
Q4 | $9.29M | Sell |
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|
2019
Q3 | $9.39M | Buy |
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|
2019
Q2 | $3.92M | Buy |
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|
2019
Q1 | $295K | Buy |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $281K | Buy |
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