Capital Asset Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $260K | Sell |
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|
2025
Q3 | $260K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $990K | Sell |
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|
2024
Q3 | $1.77M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $33K | Sell |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $2.64M | Buy |
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|
2019
Q4 | $108K | Buy |
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