Connecticut Wealth Management’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 | $230K | Sell |
2,454
-11
| -0.4% | -$1.03K | 0.01% | 288 |
|
|
2025
Q1 | $231K | Buy |
+2,465
| New | +$231K | 0.01% | 278 |
|
|
2024
Q3 | – | Sell |
-2,983
| Closed | -$274K | – | 332 |
|
|
2024
Q2 | $274K | Sell |
2,983
-525
| -15% | -$48.2K | 0.01% | 277 |
|
|
2024
Q1 | $324K | Buy |
3,508
+33
| +0.9% | +$3.05K | 0.02% | 258 |
|
|
2023
Q4 | $327K | Buy |
+3,475
| New | +$327K | 0.02% | 255 |
|