BMS Financial Advisors’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
2023
Q2
$1.94M Sell
2023
Q1
$3.63M Buy
2022
Q4
$883K Buy
2022
Q3
$603K Sell
2022
Q2
$905K Sell
2022
Q1
$868K Buy
2021
Q4
$905K Buy