Ehrlich Financial Group’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 | $388K | Sell |
4,134
-523
| -11% | -$49.1K | 0.25% | 75 |
|
|
2025
Q1 | $437K | Hold |
4,657
| – | – | 0.32% | 63 |
|
|
2024
Q4 | $427K | Sell |
4,657
-26,237
| -85% | -$2.41M | 0.3% | 66 |
|
|
2024
Q3 | $2.96M | Sell |
30,894
-2,277
| -7% | -$218K | 2.11% | 14 |
|
|
2024
Q2 | $3.05M | Buy |
33,171
+58
| +0.2% | +$5.33K | 2.4% | 13 |
|
|
2024
Q1 | $3.06M | Buy |
33,113
+27,380
| +478% | +$2.53M | 2.58% | 12 |
|
|
2023
Q4 | $539K | Buy |
+5,733
| New | +$539K | 0.54% | 50 |
|