Berger Financial Group’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
2,766
-593
| -18% | -$55.7K | 0.02% | 360 |
|
|
2025
Q1 | $315K | Buy |
3,359
+238
| +8% | +$22.3K | 0.02% | 325 |
|
|
2024
Q4 | $286K | Sell |
3,121
-38
| -1% | -$3.48K | 0.02% | 323 |
|
|
2024
Q3 | $303K | Hold |
3,159
| – | – | 0.02% | 303 |
|
|
2024
Q2 | $290K | Sell |
3,159
-304
| -9% | -$27.9K | 0.02% | 291 |
|
|
2024
Q1 | $320K | Buy |
3,463
+700
| +25% | +$64.7K | 0.03% | 266 |
|
|
2023
Q4 | $260K | Buy |
+2,763
| New | +$260K | 0.03% | 258 |
|