Ascent Group’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
$23.5M Buy
2025
Q2
$22M Buy
2025
Q1
$20.8M Buy
2024
Q4
$8.58M Buy
2024
Q3
$8.6M Buy
2024
Q2
$7.03M Buy
2024
Q1
$5.55M Buy
2023
Q4
$3.77M Sell
2023
Q3
$3.86M Buy
2023
Q2
$3.44M Buy
2023
Q1
$1.32M Buy
2022
Q4
$755K Sell
2022
Q3
$808K Buy
2022
Q2
$409K Sell
2022
Q1
$598K Sell
2021
Q4
$1.95M Buy