Dakota 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
$28.2M Buy
300,740
+83,686
+39% +$7.86M 0.59% 37
2025
Q1
$20.4M Buy
217,054
+16,051
+8% +$1.51M 0.48% 43
2024
Q4
$18.4M Buy
201,003
+29,957
+18% +$2.75M 0.42% 48
2024
Q3
$16.4M Buy
171,046
+104,491
+157% +$10M 0.37% 54
2024
Q2
$6.11M Buy
+66,555
New +$6.11M 0.14% 128