Beacon Financial Advisory’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 | $722K | Sell |
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|
2025
Q2 | $714K | Buy |
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|
2025
Q1 | $655K | Sell |
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|
2024
Q4 | $707K | Buy |
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|
2024
Q3 | $591K | Buy |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $484K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $233K | Buy |
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