Founders Financial Alliance’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 | $116K | Buy |
1,238
+267
| +27% | +$25.1K | 0.03% | 344 |
|
2025
Q1 | $91K | Buy |
971
+5
| +0.5% | +$469 | 0.02% | 391 |
|
2024
Q4 | $88.6K | Sell |
966
-88
| -8% | -$8.07K | 0.02% | 335 |
|
2024
Q3 | $101K | Buy |
1,054
+81
| +8% | +$7.76K | 0.03% | 331 |
|
2024
Q2 | $89.4K | Sell |
973
-133
| -12% | -$12.2K | 0.03% | 331 |
|
2024
Q1 | $102K | Sell |
1,106
-242
| -18% | -$22.4K | 0.03% | 317 |
|
2023
Q4 | $127K | Sell |
1,348
-132
| -9% | -$12.4K | 0.05% | 277 |
|
2023
Q3 | $131K | Sell |
1,480
-706
| -32% | -$62.7K | 0.06% | 250 |
|
2023
Q2 | $204K | Buy |
2,186
+610
| +39% | +$56.9K | 0.08% | 248 |
|
2023
Q1 | $149K | Sell |
1,576
-337
| -18% | -$31.9K | 0.07% | 224 |
|
2022
Q4 | $177K | Sell |
1,913
-62
| -3% | -$5.75K | 0.08% | 230 |
|
2022
Q3 | $181K | Sell |
1,975
-298
| -13% | -$27.3K | 0.09% | 213 |
|
2022
Q2 | $222K | Sell |
2,273
-55
| -2% | -$5.37K | 0.11% | 194 |
|
2022
Q1 | $237K | Sell |
2,328
-177
| -7% | -$18K | 0.11% | 187 |
|
2021
Q4 | $269K | Buy |
2,505
+59
| +2% | +$6.34K | 0.11% | 198 |
|
2021
Q3 | $265K | Buy |
2,446
+148
| +6% | +$16K | 0.12% | 176 |
|
2021
Q2 | $250K | Sell |
2,298
-163
| -7% | -$17.7K | 0.11% | 199 |
|
2021
Q1 | $268K | Buy |
2,461
+1,377
| +127% | +$150K | 0.13% | 177 |
|
2020
Q4 | $118K | Buy |
1,084
+202
| +23% | +$22K | 0.07% | 230 |
|
2020
Q3 | $97K | Buy |
+882
| New | +$97K | 0.06% | 273 |
|