Chesley Taft & Associates’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
$203K Sell
2,161
-280
-11% -$26.3K 0.01% 331
2025
Q1
$229K Sell
2,441
-580
-19% -$54.4K 0.01% 323
2024
Q4
$277K Buy
3,021
+450
+18% +$41.3K 0.01% 296
2024
Q3
$246K Buy
+2,571
New +$246K 0.01% 304