Foundations Investment 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 | $40.2M | Sell |
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|
2025
Q2 | $42.2M | Buy |
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|
2025
Q1 | $36.6M | Buy |
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|
2024
Q4 | $33.9M | Buy |
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|
2024
Q3 | $30.5M | Buy |
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|
2024
Q2 | $27.5M | Buy |
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|
2024
Q1 | $25.4M | Buy |
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|
2023
Q4 | $24M | Sell |
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|
2023
Q3 | $23.3M | Sell |
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|
2023
Q2 | $28.5M | Buy |
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|
2023
Q1 | $23M | Buy |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.21M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $754K | Sell |
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|
2021
Q3 | $823K | Sell |
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|
2021
Q2 | $883K | Buy |
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|
2021
Q1 | $719K | Sell |
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|
2020
Q4 | $1.67M | Buy |
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