Essential Planning’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 | $5.36M | Sell |
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|
2025
Q2 | $5.31M | Buy |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $308M | Buy |
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|
2024
Q3 | $4.87M | Sell |
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|
2024
Q2 | $4.69M | Buy |
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|
2024
Q1 | $4.63M | Buy |
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|
2023
Q4 | $4.62M | Sell |
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|
2023
Q3 | $4.54M | Sell |
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|
2023
Q2 | $4.82M | Buy |
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|
2023
Q1 | $4.86M | Buy |
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|
2022
Q4 | $4.57M | Buy |
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