Edge 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 | $7.67M | Sell |
81,684
-3,039
| -4% | -$285K | 1.48% | 26 |
|
|
2025
Q1 | $7.95M | Sell |
84,723
-1,784
| -2% | -$167K | 1.61% | 24 |
|
|
2024
Q4 | $7.93M | Buy |
86,507
+7,422
| +9% | +$680K | 1.61% | 23 |
|
|
2024
Q3 | $7.58M | Buy |
79,085
+5,294
| +7% | +$507K | 1.52% | 24 |
|
|
2024
Q2 | $6.77M | Sell |
73,791
-1,835
| -2% | -$168K | 1.43% | 24 |
|
|
2024
Q1 | $6.99M | Buy |
75,626
+8,499
| +13% | +$785K | 1.47% | 25 |
|
|
2023
Q4 | $6.32M | Buy |
67,127
+6,542
| +11% | +$615K | 1.38% | 26 |
|
|
2023
Q3 | $5.38M | Buy |
60,585
+9,330
| +18% | +$829K | 1.26% | 26 |
|
|
2023
Q2 | $4.78M | Buy |
+51,255
| New | +$4.78M | 1.04% | 25 |
|
|
2020
Q3 | – | Sell |
-15,727
| Closed | -$1.74M | – | 546 |
|
|
2020
Q2 | $1.74M | Buy |
15,727
+15,135
| +2,557% | +$1.68M | 0.33% | 53 |
|
|
2020
Q1 | $65K | Buy |
+592
| New | +$65K | 0.01% | 211 |
|