Atria Wealth Solutions’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 | $19M | Sell |
202,581
-108,744
| -35% | -$10.2M | 0.43% | 42 |
|
|
2025
Q1 | $29.2M | Sell |
311,325
-33,553
| -10% | -$3.15M | 0.35% | 52 |
|
|
2024
Q4 | $31.6M | Buy |
344,878
+33,049
| +11% | +$3.03M | 0.35% | 54 |
|
|
2024
Q3 | $29.9M | Buy |
311,829
+8,415
| +3% | +$806K | 0.32% | 54 |
|
|
2024
Q2 | $27.9M | Sell |
303,414
-11,364
| -4% | -$1.04M | 0.31% | 55 |
|
|
2024
Q1 | $29.1M | Buy |
314,778
+2,149
| +0.7% | +$199K | 0.33% | 52 |
|
|
2023
Q4 | $29.4M | Buy |
312,629
+3,320
| +1% | +$312K | 0.37% | 47 |
|
|
2023
Q3 | $27.5M | Sell |
309,309
-40,394
| -12% | -$3.59M | 0.38% | 48 |
|
|
2023
Q2 | $32.6M | Buy |
349,703
+17,356
| +5% | +$1.62M | 0.45% | 35 |
|
|
2023
Q1 | $31.5M | Buy |
332,347
+74,479
| +29% | +$7.06M | 0.47% | 35 |
|
|
2022
Q4 | $23.9M | Buy |
257,868
+153,383
| +147% | +$14.2M | 0.38% | 52 |
|
|
2022
Q3 | $9.57M | Buy |
104,485
+8,860
| +9% | +$811K | 0.17% | 134 |
|
|
2022
Q2 | $9.32M | Sell |
95,625
-667
| -0.7% | -$65K | 0.17% | 121 |
|
|
2022
Q1 | $9.81M | Buy |
+96,292
| New | +$9.81M | 0.16% | 129 |
|