FFG Retirement Advisors’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
Q1 | – | Sell |
-78,530
| Closed | -$7.2M | – | 47 |
|
|
2024
Q4 | $7.2M | Sell |
78,530
-5,560
| -7% | -$510K | 4.7% | 4 |
|
|
2024
Q3 | $8.06M | Buy |
84,090
+6,224
| +8% | +$596K | 5.25% | 4 |
|
|
2024
Q2 | $7.15M | Buy |
77,866
+3,624
| +5% | +$333K | 4.98% | 4 |
|
|
2024
Q1 | $6.86M | Buy |
+74,242
| New | +$6.86M | 4.83% | 4 |
|
|
2023
Q4 | – | Sell |
-79,139
| Closed | -$7.03M | – | 46 |
|
|
2023
Q3 | $7.03M | Sell |
79,139
-13,737
| -15% | -$1.22M | 5.83% | 4 |
|
|
2023
Q2 | $8.66M | Buy |
92,876
+14,661
| +19% | +$1.37M | 6.93% | 4 |
|
|
2023
Q1 | $7.41M | Buy |
78,215
+20,387
| +35% | +$1.93M | 6.35% | 6 |
|
|
2022
Q4 | $5.36M | Buy |
+57,828
| New | +$5.36M | 4.89% | 6 |
|