Dynasty 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 | $140M | Sell |
1,488,220
-31,423
| -2% | -$2.95M | 2.38% | 15 |
|
|
2025
Q1 | $143M | Sell |
1,519,643
-450,410
| -23% | -$42.2M | 2.37% | 15 |
|
|
2024
Q4 | $181M | Sell |
1,970,053
-428,859
| -18% | -$39.3M | 3.12% | 11 |
|
|
2024
Q3 | $187M | Buy |
2,398,912
+458,836
| +24% | +$35.8M | 5.66% | 6 |
|
|
2024
Q2 | $178M | Buy |
1,940,076
+229,989
| +13% | +$21.1M | 5.25% | 6 |
|
|
2024
Q1 | $158M | Buy |
+1,710,087
| New | +$158M | 5.04% | 7 |
|