Consultiva 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 | $5.73K | Hold |
61
| – | – | 0.02% | 235 |
|
|
2025
Q1 | $5.72K | Hold |
61
| – | – | 0.02% | 237 |
|
|
2024
Q4 | $5.59K | Hold |
61
| – | – | 0.03% | 138 |
|
|
2024
Q3 | $5.84K | Hold |
61
| – | – | 0.05% | 25 |
|
|
2024
Q2 | $5.6K | Hold |
61
| – | – | 0.05% | 23 |
|
|
2024
Q1 | $5.64K | Buy |
+61
| New | +$5.64K | 0.05% | 20 |
|
|
2023
Q3 | $5.42K | Hold |
61
| – | – | 0.14% | 26 |
|
|
2023
Q2 | $5.69K | Hold |
61
| – | – | 0.14% | 31 |
|
|
2023
Q1 | $5.78K | Hold |
61
| – | – | 0.15% | 30 |
|
|
2022
Q4 | $5.66K | Hold |
61
| – | – | 0.15% | 31 |
|
|
2022
Q3 | $6K | Hold |
61
| – | – | 0.17% | 29 |
|
|
2022
Q2 | $6K | Hold |
61
| – | – | 0.17% | 30 |
|
|
2022
Q1 | $6K | Hold |
61
| – | – | 0.14% | 28 |
|
|
2021
Q4 | $7K | Hold |
61
| – | – | 0.16% | 28 |
|
|
2021
Q3 | $7K | Buy |
+61
| New | +$7K | 0.16% | 28 |
|
|
2021
Q1 | $145K | Hold |
1,338
| – | – | 3.15% | 7 |
|
|
2020
Q4 | $147K | Buy |
+1,338
| New | +$147K | 3.43% | 6 |
|
|
2019
Q2 | $147K | Buy |
+1,356
| New | +$147K | 2.99% | 7 |
|