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Biltmore Family Office’s iShares MBS ETF MBB Stock Holding History

Biltmore Family Office’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71K Hold
18
– – ﹤0.01% 313
2025
Q4 		$1.71K Buy
+18
New +$1.72K ﹤0.01% 320
2022
Q1 		– Sell
-62
Closed -$7K – 229
2021
Q4 		$7K Hold
62
– – ﹤0.01% 223
2021
Q3 		$7K Buy
+62
New +$6.72K ﹤0.01% 202
2019
Q4 		– Sell
-331
Closed -$36K – 215
2019
Q3 		$36K Buy
+331
New +$35.7K 0.02% 158

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LPL Financial
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UBS Group
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TWIM
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Ameriprise
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Morgan Stanley
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TCIIS
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Truist Financial
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