Caldwell Trust’s iShares MBS ETF MBB Stock Holding History

Caldwell Trust’s Portfolio MBB Stock Details MBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$159K	Hold	1,698
2025 Q1	$159K	Sell	1,698 -62
2024 Q4	$161K	Buy	+1,760
2023 Q3	–	Sell	-24
2023 Q2	$2.24K	Buy	+24