Collaborative Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $308K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q1 | $332K | Buy |
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