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