Holos Integrated Wealth
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Holos Integrated Wealth’s iShares MBS ETF MBB Stock Holding History

Holos Integrated Wealth’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
2026
Q3 		– Hold
0
– – – 391
2026
Q2 		– Hold
0
– – – 378
2026
Q1 		– Hold
0
– – – 412
2025
Q4 		– Hold
0
– – – 310
2025
Q3 		– Hold
0
– – – 305
2025
Q2 		– Hold
0
– – – 308
2025
Q1 		– Hold
0
– – – 314
2024
Q4 		– Hold
0
– – – 314

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