Gladstone Institutional Advisory’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $745K | Sell |
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|
2025
Q2 | $778K | Buy |
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|
2025
Q1 | $760K | Sell |
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|
2024
Q4 | $752K | Sell |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $747K | Sell |
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|
2024
Q1 | $854K | Sell |
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|
2023
Q4 | $913K | Buy |
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|
2023
Q3 | $574K | Buy |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $627K | Buy |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $600K | Sell |
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|
2022
Q2 | $984K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $794K | Buy |
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|
2021
Q1 | $774K | Buy |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $279K | Sell |
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|
2020
Q1 | $669K | Buy |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $287K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $355K | Buy |
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