Guardian Wealth Advisors (North Carolina)’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 | $1.99M | Buy |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $383 | Hold |
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|
2024
Q2 | $367 | Hold |
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|
2024
Q1 | $370 | Hold |
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|
2023
Q4 | $376 | Hold |
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|
2023
Q3 | $355 | Sell |
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|
2023
Q2 | $6.53K | Hold |
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|
2023
Q1 | $6.63K | Hold |
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|
2022
Q4 | $6.49K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Buy |
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