Golden State Wealth Management’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 | $241K | Sell |
2,569
-1,425
| -36% | -$134K | 0.03% | 336 |
|
|
2025
Q1 | $375K | Buy |
3,994
+1,410
| +55% | +$132K | 0.06% | 257 |
|
|
2024
Q4 | $237K | Buy |
+2,584
| New | +$237K | 0.04% | 296 |
|
|
2022
Q1 | $2.64M | Sell |
25,918
-7,406
| -22% | -$754K | 0.52% | 35 |
|
|
2021
Q4 | $3.58M | Buy |
33,324
+251
| +0.8% | +$27K | 0.62% | 31 |
|
|
2021
Q3 | $3.58M | Buy |
33,073
+3,481
| +12% | +$376K | 0.78% | 26 |
|
|
2021
Q2 | $3.2M | Buy |
+29,592
| New | +$3.2M | 0.71% | 27 |
|
|
2021
Q1 | – | Sell |
-3,299
| Closed | -$363K | – | 222 |
|
|
2020
Q4 | $363K | Buy |
+3,299
| New | +$363K | 0.11% | 152 |
|
|
2020
Q2 | – | Sell |
-581
| Closed | -$64K | – | 601 |
|
|
2020
Q1 | $64K | Buy |
+581
| New | +$64K | 0.03% | 317 |
|
|
2019
Q4 | – | Sell |
-279
| Closed | -$30K | – | 565 |
|
|
2019
Q3 | $30K | Buy |
279
+115
| +70% | +$12.4K | 0.01% | 539 |
|
|
2019
Q2 | $17K | Hold |
164
| – | – | 0.01% | 647 |
|
|
2019
Q1 | $17K | Buy |
+164
| New | +$17K | 0.01% | 664 |
|