Fulcrum Equity Management’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 | $264K | Buy |
2,814
+309
| +12% | +$29K | 0.27% | 80 |
|
|
2025
Q1 | $235K | Sell |
2,505
-941
| -27% | -$88.3K | 0.26% | 82 |
|
|
2024
Q4 | $316K | Sell |
3,446
-241
| -7% | -$22.1K | 0.31% | 79 |
|
|
2024
Q3 | $353K | Sell |
3,687
-491
| -12% | -$47K | 0.3% | 101 |
|
|
2024
Q2 | $384K | Buy |
+4,178
| New | +$384K | 0.34% | 90 |
|
|
2021
Q1 | – | Sell |
-4,369
| Closed | -$481K | – | 199 |
|
|
2020
Q4 | $481K | Sell |
4,369
-1,001
| -19% | -$110K | 0.19% | 88 |
|
|
2020
Q3 | $593K | Buy |
+5,370
| New | +$593K | 0.28% | 66 |
|
|
2019
Q4 | – | Sell |
-490
| Closed | -$53K | – | 174 |
|
|
2019
Q3 | $53K | Buy |
+490
| New | +$53K | 0.03% | 102 |
|