BFG
Beacon Financial Group’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Buy |
66,440
+4,377
| +7% | +$411K | 0.65% | 39 |
|
|
2025
Q1 | $5.82M | Buy |
62,063
+688
| +1% | +$64.5K | 0.64% | 40 |
|
|
2024
Q4 | $5.63M | Buy |
61,375
+9,320
| +18% | +$854K | 0.61% | 40 |
|
|
2024
Q3 | $4.99M | Buy |
52,055
+5,104
| +11% | +$489K | 0.54% | 51 |
|
|
2024
Q2 | $4.31M | Buy |
46,951
+8,280
| +21% | +$760K | 0.49% | 55 |
|
|
2024
Q1 | $3.57M | Buy |
38,671
+11,081
| +40% | +$1.02M | 0.41% | 65 |
|
|
2023
Q4 | $2.6M | Buy |
27,590
+14,149
| +105% | +$1.33M | 0.32% | 84 |
|
|
2023
Q3 | $1.24M | Buy |
+13,441
| New | +$1.24M | 0.18% | 121 |
|