Cabot Wealth Management’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
Q2 | $26.7M | Sell |
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|
2025
Q1 | $29.2M | Buy |
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|
2024
Q4 | $25.7M | Buy |
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|
2024
Q3 | $26.8M | Buy |
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|
2024
Q2 | $9.81M | Buy |
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|
2024
Q1 | $9.48M | Buy |
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|
2023
Q4 | $7.91M | Buy |
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|
2023
Q3 | $2.6M | Buy |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $6.33M | Sell |
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|
2022
Q1 | $6.92M | Sell |
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|
2021
Q4 | $7.48M | Buy |
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|
2021
Q3 | $7.32M | Sell |
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|
2021
Q2 | $17.8M | Sell |
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|
2021
Q1 | $20.3M | Sell |
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|
2020
Q4 | $21.6M | Sell |
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|
2020
Q3 | $22.6M | Buy |
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|
2020
Q2 | $21.8M | Buy |
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|
2020
Q1 | $17.7M | Buy |
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|
2019
Q4 | $3.88M | Buy |
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|
2019
Q3 | $805K | Buy |
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