Guardian Wealth Advisors (North Carolina)’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 | $1.28M | Sell |
13,595
-486
| -3% | -$45.6K | 0.09% | 116 |
|
|
2025
Q1 | $1.32M | Sell |
14,081
-475
| -3% | -$44.5K | 0.11% | 106 |
|
|
2024
Q4 | $1.33M | Buy |
14,556
+14,552
| +363,800% | +$1.33M | 0.11% | 109 |
|
|
2024
Q3 | $383 | Hold |
4
| – | – | ﹤0.01% | 441 |
|
|
2024
Q2 | $367 | Hold |
4
| – | – | ﹤0.01% | 430 |
|
|
2024
Q1 | $370 | Hold |
4
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $376 | Hold |
4
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $355 | Sell |
4
-66
| -94% | -$5.86K | ﹤0.01% | 413 |
|
|
2023
Q2 | $6.53K | Hold |
70
| – | – | ﹤0.01% | 356 |
|
|
2023
Q1 | $6.63K | Hold |
70
| – | – | ﹤0.01% | 352 |
|
|
2022
Q4 | $6.49K | Buy |
70
+61
| +678% | +$5.66K | ﹤0.01% | 328 |
|
|
2022
Q3 | $1K | Sell |
9
-23
| -72% | -$2.56K | ﹤0.01% | 335 |
|
|
2022
Q2 | $3K | Buy |
32
+4
| +14% | +$375 | ﹤0.01% | 330 |
|
|
2022
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 237 |
|
|
2021
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 225 |
|