CIA
Concurrent Investment Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
30,785
+11,194
| +57% | +$1.05M | 0.06% | 334 |
|
|
2025
Q1 | $1.84M | Buy |
19,591
+2,229
| +13% | +$209K | 0.04% | 379 |
|
|
2024
Q4 | $1.59M | Sell |
17,362
-592
| -3% | -$54.3K | 0.04% | 374 |
|
|
2024
Q3 | $1.72M | Buy |
17,954
+473
| +3% | +$45.3K | 0.05% | 350 |
|
|
2024
Q2 | $1.6M | Sell |
17,481
-23,261
| -57% | -$2.14M | 0.05% | 328 |
|
|
2024
Q1 | $3.77M | Buy |
40,742
+14,712
| +57% | +$1.36M | 0.15% | 147 |
|
|
2023
Q4 | $2.45M | Buy |
+26,030
| New | +$2.45M | 0.12% | 194 |
|