Gen-Wealth Partners’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 | $1.22M | Buy |
12,977
+1,159
| +10% | +$109K | 0.47% | 55 |
|
|
2025
Q1 | $1.11M | Buy |
11,818
+392
| +3% | +$36.8K | 0.46% | 55 |
|
|
2024
Q4 | $1.05M | Buy |
11,426
+221
| +2% | +$20.3K | 0.45% | 53 |
|
|
2024
Q3 | $1.04M | Sell |
11,205
-1,104
| -9% | -$103K | 0.45% | 50 |
|
|
2024
Q2 | $1.13M | Sell |
12,309
-157
| -1% | -$14.4K | 0.55% | 40 |
|
|
2024
Q1 | $1.15M | Buy |
+12,466
| New | +$1.15M | 0.57% | 41 |
|