Bestgate Wealth Advisors’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
$2.05M Hold
21,895
4.26% 6
2025
Q1
$2.05M Buy
21,895
+9,437
+76% +$885K 4.26% 6
2024
Q4
$1.14M Buy
+12,458
New +$1.14M 2.29% 9