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
2026
Q1
Sell
2025
Q4
$54.9M Buy
2025
Q3
$54.4M Buy
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