Genesis Wealth Advisors’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
$5.19M Buy
55,325
+5,984
+12% +$562K 3.9% 11
2025
Q1
$4.63M Buy
+49,341
New +$4.63M 3.75% 11