Beverly Hills Private Wealth’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 | $425K | Buy |
4,530
+177
| +4% | +$16.6K | 0.08% | 200 |
|
|
2025
Q1 | $408K | Sell |
4,353
-484
| -10% | -$45.4K | 0.08% | 200 |
|
|
2024
Q4 | $443K | Sell |
4,837
-883
| -15% | -$80.9K | 0.09% | 188 |
|
|
2024
Q3 | $548K | Sell |
5,720
-5,311
| -48% | -$509K | 0.11% | 171 |
|
|
2024
Q2 | $1.01M | Buy |
11,031
+1,664
| +18% | +$153K | 0.22% | 116 |
|
|
2024
Q1 | $866K | Sell |
9,367
-18,161
| -66% | -$1.68M | 0.2% | 117 |
|
|
2023
Q4 | $2.59M | Buy |
27,528
+19,429
| +240% | +$1.83M | 0.68% | 35 |
|
|
2023
Q3 | $719K | Buy |
8,099
+679
| +9% | +$60.3K | 0.21% | 104 |
|
|
2023
Q2 | $681K | Buy |
7,420
+2,860
| +63% | +$262K | 0.11% | 194 |
|
|
2023
Q1 | $432K | Buy |
+4,560
| New | +$432K | 0.13% | 168 |
|