Financial Partners Group (Kansas)’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 | $331K | Buy |
+3,530
| New | +$331K | 0.05% | 151 |
|
2024
Q4 | – | Sell |
-62,393
| Closed | -$5.98M | – | 193 |
|
2024
Q3 | $5.98M | Buy |
+62,393
| New | +$5.98M | 0.88% | 26 |
|
2021
Q4 | – | Sell |
-37,822
| Closed | -$4.09M | – | 166 |
|
2021
Q3 | $4.09M | Buy |
37,822
+1,671
| +5% | +$181K | 0.96% | 32 |
|
2021
Q2 | $3.91M | Buy |
36,151
+2,885
| +9% | +$312K | 1.01% | 29 |
|
2021
Q1 | $3.61M | Buy |
33,266
+3,102
| +10% | +$336K | 1.02% | 27 |
|
2020
Q4 | $3.32M | Buy |
+30,164
| New | +$3.32M | 0.99% | 26 |
|
2020
Q1 | – | Sell |
-38,795
| Closed | -$4.22M | – | 76 |
|
2019
Q4 | $4.22M | Buy |
38,795
+3,916
| +11% | +$426K | 1.64% | 16 |
|
2019
Q3 | $3.78M | Buy |
34,879
+32,655
| +1,468% | +$3.54M | 1.68% | 16 |
|
2019
Q2 | $239K | Buy |
+2,224
| New | +$239K | 0.11% | 70 |
|