Golden State Equity Partners’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
2026 Q1	$2.72M	Buy	28,680 +25,915	+937%	+$2.48M	0.21%	112
2025 Q4	$263K	Buy	+2,765	New	+$264K	0.04%	422
2025 Q2	–	Sell	-19,637	Closed	-$1.84M	–	461
2025 Q1	$1.84M	Buy	19,637 +7,211	+58%	+$667K	0.36%	64
2024 Q4	$1.14M	Buy	12,426 +12,077	+3,460%	+$1.12M	0.22%	116
2024 Q3	$33.4K	Sell	349 -18,742	-98%	-$1.77M	0.02%	444
2024 Q2	$1.75M	Buy	+19,091	New	+$1.74M	0.37%	62
2023 Q4	$1.02M	Buy	10,796 +7,036	+187%	+$631K	0.25%	104
2023 Q3	$334K	Buy	+3,760	New	+$344K	0.09%	233
2022 Q1	$1.22M	Buy	+12,004	New	+$1.25M	0.62%	46
2021 Q3	–	Sell	-1,850	Closed	-$200K	–	262
2021 Q2	$200K	Sell	1,850 -11,201	-86%	-$1.21M	0.08%	229
2021 Q1	$1.42M	Buy	+13,051	New	+$1.43M	0.81%	37