Bogart Wealth LLC’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
$1.33K Hold
2025
Q2
$1.31K Hold
2025
Q1
$1.31K Sell
2024
Q4
$3.3K Buy
2024
Q3
$2.2K Sell
2024
Q2
$12.9K Buy
2024
Q1
$11K Sell
2023
Q4
$1.15M Hold
2023
Q3
$1.09M Hold
2023
Q2
$1.14M Hold
2023
Q1
$1.16M Sell
2022
Q4
$1.28M Sell
2022
Q3
$1.28M Sell
2022
Q2
$1.65M Sell
2022
Q1
$1.77M Sell
2021
Q4
$1.87M Buy
2021
Q3
$1.84M Sell
2021
Q2
$1.9M Sell
2021
Q1
$25.7M Buy
2020
Q4
$1.69M Buy
2020
Q3
$1.5M Sell
2020
Q2
$1.52M Buy
2020
Q1
$1.51M Buy
2019
Q4
$1.31M Buy