Heritage Family Offices’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	$602K	Hold	6,432	–	–	0.3%	80
2025 Q1	$603K	Buy	6,432 +1,107	+21%	+$104K	0.31%	79
2024 Q4	$488K	Buy	5,325 +922	+21%	+$84.5K	0.24%	89
2024 Q3	$422K	Buy	4,403 +835	+23%	+$80K	0.22%	97
2024 Q2	$328K	Buy	+3,568	New	+$328K	0.18%	107