Colton Groome Financial Advisors’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 | $832K | Buy |
+8,866
| New | +$832K | 0.28% | 57 |
|
|
2025
Q1 | – | Sell |
-2,810
| Closed | -$258K | – | 130 |
|
|
2024
Q4 | $258K | Buy |
+2,810
| New | +$258K | 0.1% | 105 |
|
|
2024
Q2 | – | Sell |
-2,905
| Closed | -$268K | – | 128 |
|
|
2024
Q1 | $268K | Sell |
2,905
-4,649
| -62% | -$430K | 0.11% | 98 |
|
|
2023
Q4 | $711K | Sell |
7,554
-5,946
| -44% | -$559K | 0.31% | 54 |
|
|
2023
Q3 | $1.2M | Sell |
13,500
-6,260
| -32% | -$556K | 0.6% | 41 |
|
|
2023
Q2 | $1.84M | Sell |
19,760
-10,487
| -35% | -$978K | 0.86% | 33 |
|
|
2023
Q1 | $2.87M | Sell |
30,247
-14,203
| -32% | -$1.35M | 1.37% | 19 |
|
|
2022
Q4 | $4.12M | Buy |
44,450
+31,657
| +247% | +$2.94M | 2.02% | 10 |
|
|
2022
Q3 | $1.17M | Buy |
12,793
+962
| +8% | +$88.1K | 0.6% | 39 |
|
|
2022
Q2 | $1.15M | Buy |
+11,831
| New | +$1.15M | 0.58% | 36 |
|