Ehrlich Financial Group’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
$257K Sell
2025
Q2
$388K Sell
2025
Q1
$437K Hold
2024
Q4
$427K Sell
2024
Q3
$2.96M Sell
2024
Q2
$3.05M Buy
2024
Q1
$3.06M Buy
2023
Q4
$539K Buy