GHP Investment 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 | $1.45M | Sell |
15,455
-413
| -3% | -$38.8K | 0.06% | 246 |
|
|
2025
Q1 | $1.49M | Sell |
15,868
-745
| -4% | -$69.9K | 0.07% | 242 |
|
|
2024
Q4 | $1.52M | Sell |
16,613
-2,930
| -15% | -$269K | 0.07% | 242 |
|
|
2024
Q3 | $1.87M | Buy |
19,543
+166
| +0.9% | +$15.9K | 0.09% | 235 |
|
|
2024
Q2 | $1.78M | Buy |
19,377
+262
| +1% | +$24.1K | 0.09% | 236 |
|
|
2024
Q1 | $1.77M | Buy |
19,115
+140
| +0.7% | +$12.9K | 0.09% | 234 |
|
|
2023
Q4 | $1.79M | Buy |
18,975
+18,566
| +4,539% | +$1.75M | 0.1% | 227 |
|
|
2023
Q3 | $36K | Buy |
+409
| New | +$36K | ﹤0.01% | 533 |
|
|
2022
Q2 | – | Sell |
-319
| Closed | -$32K | – | 991 |
|
|
2022
Q1 | $32K | Buy |
+319
| New | +$32K | ﹤0.01% | 552 |
|