Beverly Hills Private Wealth’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 | $364K | Sell |
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|
2025
Q2 | $425K | Buy |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $866K | Sell |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $681K | Buy |
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|
2023
Q1 | $432K | Buy |
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