AAS
Avantax Advisory Services’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
180,998
+8,139
| +5% | +$764K | 0.09% | 168 |
|
|
2025
Q1 | $16.2M | Sell |
172,859
-14,190
| -8% | -$1.33M | 0.1% | 155 |
|
|
2024
Q4 | $17.1M | Buy |
187,049
+8,718
| +5% | +$799K | 0.11% | 149 |
|
|
2024
Q3 | $17.1M | Buy |
178,331
+13,851
| +8% | +$1.33M | 0.11% | 144 |
|
|
2024
Q2 | $15.1M | Buy |
164,480
+41,108
| +33% | +$3.77M | 0.11% | 145 |
|
|
2024
Q1 | $11.4M | Buy |
123,372
+9,007
| +8% | +$832K | 0.1% | 153 |
|
|
2023
Q4 | $10.8M | Buy |
114,365
+4,301
| +4% | +$405K | 0.11% | 149 |
|
|
2023
Q3 | $9.77M | Sell |
110,064
-87,887
| -44% | -$7.8M | 0.11% | 145 |
|
|
2023
Q2 | $18.5M | Buy |
197,951
+17,872
| +10% | +$1.67M | 0.21% | 81 |
|
|
2023
Q1 | $17.1M | Buy |
180,079
+32,788
| +22% | +$3.11M | 0.21% | 80 |
|
|
2022
Q4 | $13.7M | Buy |
147,291
+48,370
| +49% | +$4.49M | 0.18% | 93 |
|
|
2022
Q3 | $9.06M | Buy |
98,921
+1,164
| +1% | +$107K | 0.14% | 117 |
|
|
2022
Q2 | $9.53M | Sell |
97,757
-686
| -0.7% | -$66.9K | 0.14% | 112 |
|
|
2022
Q1 | $10M | Sell |
98,443
-6,626
| -6% | -$674K | 0.14% | 113 |
|
|
2021
Q4 | $11.3M | Buy |
105,069
+8,351
| +9% | +$897K | 0.17% | 94 |
|
|
2021
Q3 | $10.5M | Buy |
96,718
+6,299
| +7% | +$681K | 0.17% | 93 |
|
|
2021
Q2 | $9.79M | Buy |
90,419
+9,925
| +12% | +$1.07M | 0.18% | 93 |
|
|
2021
Q1 | $8.73M | Buy |
80,494
+4,521
| +6% | +$490K | 0.19% | 94 |
|
|
2020
Q4 | $8.38M | Sell |
75,973
-13,262
| -15% | -$1.46M | 0.2% | 87 |
|
|
2020
Q3 | $9.86M | Buy |
89,235
+30,890
| +53% | +$3.41M | 0.16% | 113 |
|
|
2020
Q2 | $6.46M | Sell |
58,345
-759
| -1% | -$84.1K | 0.19% | 86 |
|
|
2020
Q1 | $6.54M | Buy |
59,104
+4,108
| +7% | +$454K | 0.2% | 84 |
|
|
2019
Q4 | $5.96M | Buy |
+54,996
| New | +$5.96M | 0.14% | 97 |
|