Berger Financial Group’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
$269K Buy
2025
Q2
$260K Sell
2025
Q1
$315K Buy
2024
Q4
$286K Sell
2024
Q3
$303K Hold
2024
Q2
$290K Sell
2024
Q1
$320K Buy
2023
Q4
$260K Buy