Core Wealth Partners’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
Q1 | – | Sell |
-4,356
| Closed | -$399K | – | 173 |
|
|
2024
Q4 | $399K | Sell |
4,356
-453
| -9% | -$41.5K | 0.23% | 96 |
|
|
2024
Q3 | $461K | Buy |
4,809
+1,372
| +40% | +$131K | 0.28% | 81 |
|
|
2024
Q2 | $316K | Buy |
3,437
+425
| +14% | +$39K | 0.22% | 95 |
|
|
2024
Q1 | $278K | Buy |
+3,012
| New | +$278K | 0.21% | 96 |
|