Concord Wealth Partners’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
Q3 | $10.2K | Hold |
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|
2025
Q2 | $10K | Sell |
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|
2025
Q1 | $25.6K | Hold |
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|
2024
Q4 | $25K | Hold |
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|
2024
Q3 | $26.2K | Sell |
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|
2024
Q2 | $91.9K | Sell |
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|
2024
Q1 | $97K | Sell |
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|
2023
Q4 | $159K | Sell |
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|
2023
Q3 | $236K | Sell |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $172K | Sell |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $2.54M | Sell |
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|
2021
Q4 | $3.57M | Buy |
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|
2021
Q3 | $71K | Sell |
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|
2021
Q2 | $161K | Sell |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | $44K | Buy |
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