Delos Wealth Advisors’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 | $28.4K | Buy |
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|
2025
Q2 | $26.2K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $25K | Sell |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $261K | Hold |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $10.7K | Buy |
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|
2022
Q4 | $9.65K | Sell |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $10K | Buy |
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