Hilton Capital Management’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
Q2
$28.7M Sell
2025
Q1
$78M Buy
2024
Q4
$32.1M Sell
2024
Q3
$88.6M Buy
2021
Q1
Sell
2020
Q4
$4.43M Sell
2020
Q3
$4.45M Sell
2020
Q2
$99.7M Buy
2014
Q2
Hold
2014
Q1
Hold
2013
Q4
Hold
2013
Q3
Hold
2013
Q2
Hold