Avidian Wealth Enterprises’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
Q2 | $64.4M | Buy |
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|
2025
Q1 | $61.8M | Sell |
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|
2024
Q4 | $61.4M | Buy |
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|
2024
Q3 | $61.9M | Buy |
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|
2024
Q2 | $58.1M | Buy |
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|
2024
Q1 | $56.5M | Buy |
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|
2023
Q4 | $53M | Buy |
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|
2023
Q3 | $45.5M | Buy |
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|
2023
Q2 | $45.2M | Sell |
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|
2023
Q1 | $46.2M | Sell |
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|
2022
Q4 | $46.6M | Sell |
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|
2022
Q3 | $47.2M | Sell |
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|
2022
Q2 | $50.9M | Sell |
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|
2022
Q1 | $54.9M | Sell |
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|
2021
Q4 | $59.2M | Sell |
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|
2021
Q3 | $60.2M | Buy |
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|
2021
Q2 | $60.3M | Buy |
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|
2021
Q1 | $57.7M | Buy |
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|
2020
Q4 | $38.5M | Buy |
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|
2020
Q3 | $35.8M | Buy |
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|
2020
Q2 | $22.6M | Buy |
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|
2020
Q1 | $19.6M | Buy |
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|
2019
Q4 | $973K | Buy |
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|
2019
Q3 | $564K | Buy |
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