Great Valley Advisor Group’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 | $1.4M | Buy |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $880K | Buy |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $573K | Sell |
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|
2023
Q2 | $793K | Buy |
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|
2023
Q1 | $748K | Buy |
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|
2022
Q4 | $664K | Buy |
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|
2022
Q3 | $567K | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | $214K | Sell |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $304K | Buy |
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|
2020
Q1 | $280K | Buy |
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|
2019
Q4 | $259K | Buy |
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|
2019
Q3 | $249K | Buy |
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|
2019
Q2 | $240K | Sell |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $1.11M | Buy |
|