Golden State Equity 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 | – | Sell |
-19,637
| Closed | -$1.84M | – | 461 |
|
|
2025
Q1 | $1.84M | Buy |
19,637
+7,211
| +58% | +$676K | 0.36% | 64 |
|
|
2024
Q4 | $1.14M | Buy |
12,426
+12,077
| +3,460% | +$1.11M | 0.22% | 116 |
|
|
2024
Q3 | $33.4K | Sell |
349
-18,742
| -98% | -$1.8M | 0.02% | 444 |
|
|
2024
Q2 | $1.75M | Buy |
+19,091
| New | +$1.75M | 0.37% | 62 |
|
|
2023
Q4 | $1.02M | Buy |
10,796
+7,036
| +187% | +$662K | 0.25% | 104 |
|
|
2023
Q3 | $334K | Buy |
+3,760
| New | +$334K | 0.09% | 233 |
|
|
2022
Q1 | $1.22M | Buy |
+12,004
| New | +$1.22M | 0.62% | 46 |
|
|
2021
Q3 | – | Sell |
-1,850
| Closed | -$200K | – | 256 |
|
|
2021
Q2 | $200K | Sell |
1,850
-11,201
| -86% | -$1.21M | 0.08% | 228 |
|
|
2021
Q1 | $1.42M | Buy |
+13,051
| New | +$1.42M | 0.81% | 37 |
|