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
2024 Q1	$386K	Sell
2023 Q4	$409K	Buy
2022 Q4	$1.42M	Buy
2022 Q3	$783K	Sell
2022 Q2	$1M	Sell
2022 Q1	$1.96M	Buy
2021 Q3	$1.29M	Sell
2021 Q2	$1.35M	Sell
2021 Q1	$1.63M	Buy