Hart & Patterson Financial Group’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$2.4M Sell
26,204
-24
-0.1% -$2.2K 1.17% 28
2024
Q3
$2.51M Sell
26,228
-11,398
-30% -$1.09M 1.19% 28
2024
Q2
$3.45M Buy
37,626
+640
+2% +$58.8K 1.71% 21
2024
Q1
$3.42M Buy
36,986
+362
+1% +$33.5K 1.69% 22
2023
Q4
$3.45M Buy
+36,624
New +$3.45M 1.79% 16