Buttonwood Financial Group’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
$2.5M Buy
26,892
+202
+0.8% +$18.7K 1.27% 14
2025
Q1
$2.45M Sell
26,690
-26,639
-50% -$2.45M 1.44% 15
2024
Q4
$4.89M Buy
53,329
+3,198
+6% +$293K 2.71% 10
2024
Q3
$4.8M Sell
50,131
-522
-1% -$50K 2.88% 9
2024
Q2
$4.6M Buy
50,653
+3,157
+7% +$287K 2.63% 11
2024
Q1
$4.39M Buy
47,496
+17,285
+57% +$1.6M 2.6% 11
2023
Q4
$2.84M Buy
30,211
+269
+0.9% +$25.3K 2.07% 12
2023
Q3
$2.57M Buy
29,942
+389
+1% +$33.4K 1.88% 14
2023
Q2
$2.75M Buy
29,553
+3,459
+13% +$322K 2.38% 11
2023
Q1
$2.47M Buy
26,094
+18,990
+267% +$1.8M 2.47% 9
2022
Q4
$659K Buy
+7,104
New +$659K 0.6% 19