Cahill Financial Advisors’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 | $587K | Buy |
+6,249
| New | +$587K | 0.07% | 151 |
|
|
2024
Q4 | – | Sell |
-2,170
| Closed | -$208K | – | 269 |
|
|
2024
Q3 | $208K | Sell |
2,170
-6,431
| -75% | -$616K | 0.03% | 245 |
|
|
2024
Q2 | $790K | Buy |
8,601
+139
| +2% | +$12.8K | 0.11% | 140 |
|
|
2024
Q1 | $782K | Sell |
8,462
-325
| -4% | -$30K | 0.11% | 143 |
|
|
2023
Q4 | $827K | Sell |
8,787
-197
| -2% | -$18.5K | 0.12% | 133 |
|
|
2023
Q3 | $798K | Buy |
8,984
+829
| +10% | +$73.6K | 0.13% | 129 |
|
|
2023
Q2 | $761K | Buy |
+8,155
| New | +$761K | 0.12% | 131 |
|
|
2021
Q4 | – | Sell |
-421
| Closed | -$45K | – | 538 |
|
|
2021
Q3 | $45K | Buy |
+421
| New | +$45K | 0.01% | 352 |
|