Founders Financial Securities’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 | $243K | Sell |
2,583
-1,050
| -29% | -$98.6K | 0.02% | 454 |
|
|
2025
Q1 | $340K | Buy |
+3,633
| New | +$340K | 0.03% | 375 |
|
|
2024
Q4 | – | Sell |
-3,260
| Closed | -$312K | – | 456 |
|
|
2024
Q3 | $312K | Buy |
3,260
+298
| +10% | +$28.6K | 0.03% | 362 |
|
|
2024
Q2 | $272K | Sell |
2,962
-1,911
| -39% | -$175K | 0.03% | 365 |
|
|
2024
Q1 | $450K | Sell |
4,873
-3,711
| -43% | -$343K | 0.05% | 279 |
|
|
2023
Q4 | $808K | Buy |
8,584
+1,568
| +22% | +$148K | 0.09% | 191 |
|
|
2023
Q3 | $623K | Sell |
7,016
-279
| -4% | -$24.8K | 0.08% | 188 |
|
|
2023
Q2 | $680K | Buy |
7,295
+569
| +8% | +$53.1K | 0.09% | 175 |
|
|
2023
Q1 | $637K | Sell |
6,726
-4,276
| -39% | -$405K | 0.09% | 175 |
|
|
2022
Q4 | $1.02M | Buy |
11,002
+6,466
| +143% | +$600K | 0.16% | 133 |
|
|
2022
Q3 | $415K | Buy |
4,536
+106
| +2% | +$9.7K | 0.07% | 197 |
|
|
2022
Q2 | $432K | Buy |
+4,430
| New | +$432K | 0.08% | 176 |
|