Crewe Advisors’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 |
-846
| Closed | -$77.6K | – | 740 |
|
|
2024
Q4 | $77.6K | Sell |
846
-2
| -0.2% | -$183 | 0.01% | 236 |
|
|
2024
Q3 | $81.2K | Sell |
848
-265
| -24% | -$25.4K | 0.01% | 251 |
|
|
2024
Q2 | $102K | Sell |
1,113
-313
| -22% | -$28.7K | 0.01% | 265 |
|
|
2024
Q1 | $132K | Buy |
1,426
+550
| +63% | +$50.8K | 0.02% | 232 |
|
|
2023
Q4 | $82.4K | Buy |
+876
| New | +$82.4K | 0.01% | 108 |
|
|
2023
Q1 | – | Sell |
-22
| Closed | -$2.04K | – | 954 |
|
|
2022
Q4 | $2.04K | Buy |
+22
| New | +$2.04K | ﹤0.01% | 837 |
|
|
2018
Q1 | – | Sell |
-575
| Closed | -$61K | – | 278 |
|
|
2017
Q4 | $61K | Buy |
+575
| New | +$61K | 0.06% | 105 |
|