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