ARQ Wealth Advisors’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 | $3.51M | Buy |
+37,444
| New | +$3.51M | 1.21% | 28 |
|
2023
Q1 | – | Sell |
-92,178
| Closed | -$8.55M | – | 55 |
|
2022
Q4 | $8.55M | Buy |
+92,178
| New | +$8.55M | 5.58% | 4 |
|
2021
Q1 | – | Sell |
-111,822
| Closed | -$12.3M | – | 49 |
|
2020
Q4 | $12.3M | Buy |
+111,822
| New | +$12.3M | 7.74% | 2 |
|