Avantra Family Wealth’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
$317K Sell
3,380
-1,492
-31% -$140K 0.26% 102
2025
Q1
$457K Sell
4,872
-324
-6% -$30.4K 0.44% 85
2024
Q4
$476K Buy
+5,196
New +$476K 0.45% 82