EverSource Wealth Advisors’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 | $10.5M | Sell |
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|
2025
Q2 | $10.8M | Sell |
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|
2025
Q1 | $11.1M | Buy |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $11.2M | Sell |
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|
2024
Q2 | $11.1M | Buy |
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|
2024
Q1 | $8.19M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $642K | Buy |
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|
2023
Q2 | $652K | Sell |
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|
2023
Q1 | $708K | Buy |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q2 | $170K | Sell |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $1.05M | Buy |
|