Caldwell Sutter Capital’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 | $9.67K | Hold |
103
| – | – | ﹤0.01% | 540 |
|
|
2025
Q1 | $9.66K | Sell |
103
-604
| -85% | -$56.6K | ﹤0.01% | 546 |
|
|
2024
Q4 | $64.8K | Hold |
707
| – | – | 0.03% | 326 |
|
|
2024
Q3 | $67.7K | Hold |
707
| – | – | 0.03% | 322 |
|
|
2024
Q2 | $64.9K | Hold |
707
| – | – | 0.03% | 323 |
|
|
2024
Q1 | $65.3K | Sell |
707
-580
| -45% | -$53.6K | 0.03% | 322 |
|
|
2023
Q4 | $121K | Hold |
1,287
| – | – | 0.06% | 244 |
|
|
2023
Q3 | $114K | Buy |
1,287
+580
| +82% | +$51.5K | 0.06% | 237 |
|
|
2023
Q2 | $65.9K | Buy |
+707
| New | +$65.9K | 0.03% | 298 |
|