Center for Financial Planning’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 | $376 | Sell |
4
-143
| -97% | -$13.4K | ﹤0.01% | 617 |
|
|
2025
Q1 | $13.8K | Buy |
+147
| New | +$13.8K | ﹤0.01% | 436 |
|
|
2021
Q2 | – | Sell |
-396
| Closed | -$43K | – | 526 |
|
|
2021
Q1 | $43K | Sell |
396
-41
| -9% | -$4.45K | 0.01% | 226 |
|
|
2020
Q4 | $48K | Sell |
437
-45
| -9% | -$4.94K | 0.01% | 203 |
|
|
2020
Q3 | $53K | Hold |
482
| – | – | 0.02% | 183 |
|
|
2020
Q2 | $53K | Hold |
482
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $53K | Hold |
482
| – | – | 0.02% | 170 |
|
|
2019
Q4 | $52K | Buy |
+482
| New | +$52K | 0.01% | 181 |
|