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Heritage Wealth Management (Arizona)’s iShares MBS ETF MBB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$328K Sell
3,568
-607
-15% -$55.3K 0.18% 107
2024
Q1 		$386K Sell
4,175
-173
-4% -$16K 0.2% 104
2023
Q4 		$409K Buy
+4,348
New +$390K 0.22% 94
2022
Q4 		$1.42M Buy
15,347
+6,796
+79% +$627K 0.2% 78
2022
Q3 		$783K Sell
8,551
-1,758
-17% -$170K 0.25% 67
2022
Q2 		$1M Sell
10,309
-8,894
-46% -$872K 0.33% 56
2022
Q1 		$1.96M Buy
+19,203
New +$2M 0.53% 39
2021
Q3 		$1.29M Sell
11,952
-528
-4% -$57.3K 0.46% 43
2021
Q2 		$1.35M Sell
12,480
-2,524
-17% -$274K 0.51% 39
2021
Q1 		$1.63M Buy
+15,004
New +$1.64M 0.92% 20

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