BA
Bellwether Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Hold |
208
| – | – | ﹤0.01% | 303 |
|
|
2025
Q1 | $19.5K | Hold |
208
| – | – | ﹤0.01% | 274 |
|
|
2024
Q4 | $19.1K | Buy |
+208
| New | +$19.1K | ﹤0.01% | 289 |
|
|
2023
Q2 | – | Sell |
-289
| Closed | -$27.4K | – | 305 |
|
|
2023
Q1 | $27.4K | Sell |
289
-30
| -9% | -$2.84K | 0.01% | 224 |
|
|
2022
Q4 | $29.6K | Hold |
319
| – | – | 0.01% | 220 |
|
|
2022
Q3 | $29K | Hold |
319
| – | – | 0.01% | 195 |
|
|
2022
Q2 | $31K | Hold |
319
| – | – | 0.01% | 192 |
|
|
2022
Q1 | $32K | Hold |
319
| – | – | 0.01% | 218 |
|
|
2021
Q4 | $34K | Sell |
319
-5,143
| -94% | -$548K | 0.01% | 224 |
|
|
2021
Q3 | $590K | Hold |
5,462
| – | – | 0.2% | 86 |
|
|
2021
Q2 | $591K | Hold |
5,462
| – | – | 0.2% | 90 |
|
|
2021
Q1 | $592K | Hold |
5,462
| – | – | 0.23% | 72 |
|
|
2020
Q4 | $601K | Buy |
+5,462
| New | +$601K | 0.26% | 61 |
|