Cornerstone Planning Group’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
Q3 | $2.53M | Buy |
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|
2025
Q2 | $69K | Sell |
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|
2025
Q1 | $90.5K | Buy |
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|
2024
Q4 | $88.4K | Sell |
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|
2024
Q3 | $100K | Sell |
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|
2024
Q2 | $147K | Sell |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $736K | Sell |
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|
2023
Q2 | $972K | Buy |
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|
2022
Q4 | $1.01M | Buy |
|