Congress 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
Q2 | $6.38M | Buy |
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|
2025
Q1 | $4.92M | Sell |
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|
2024
Q4 | $51.2M | Buy |
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|
2024
Q3 | $5.7M | Buy |
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|
2024
Q2 | $5.42M | Buy |
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|
2024
Q1 | $5.4M | Buy |
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|
2023
Q4 | $5.46M | Sell |
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|
2023
Q3 | $5.22M | Buy |
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|
2023
Q2 | $5.25M | Sell |
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|
2023
Q1 | $5.48M | Buy |
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|
2022
Q4 | $5.31M | Buy |
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|
2022
Q3 | $4.86M | Sell |
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|
2022
Q2 | $5.21M | Buy |
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|
2022
Q1 | $5.12M | Sell |
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|
2021
Q4 | $7.79M | Buy |
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