Beaumont Capital Management’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
Sell
-12,256
Closed -$1.15M 51
2025
Q2
$1.15M Buy
12,256
+9,193
+300% +$852K 0.79% 36
2025
Q1
$287K Sell
3,063
-18
-0.6% -$1.67K 0.21% 55
2024
Q4
$282K Buy
3,081
+692
+29% +$64.4K 0.22% 44
2024
Q3
$229K Buy
+2,389
New +$226K 0.17% 46
2023
Q4
Sell
-4,451
Closed -$395K 48
2023
Q3
$395K Buy
4,451
+303
+7% +$27.7K 0.28% 35
2023
Q2
$387K Buy
+4,148
New +$390K 0.27% 37
2022
Q4
Sell
-2,257
Closed -$207K 49
2022
Q3
$207K Buy
+2,257
New +$219K 0.21% 35

Other funds holding MBB