Brass Tax Wealth Management’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
Q1
Sell
-2,668
Closed -$245K 220
2024
Q4
$245K Sell
2,668
-145
-5% -$13.3K 0.05% 177
2024
Q3
$270K Buy
+2,813
New +$270K 0.06% 162