Delta Wealth Advisors LLC’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
$801K Sell
2025
Q1
$837K Buy
2024
Q4
$714K Buy
2024
Q3
$424K Sell
2024
Q2
$414K Sell
2024
Q1
$674K Buy