Impact Partnership Wealth’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Sell |
81,466
-4,755
| -6% | -$446K | 1.41% | 17 |
|
|
2025
Q1 | $8.09M | Buy |
86,221
+21,939
| +34% | +$2.06M | 1.73% | 15 |
|
|
2024
Q4 | $5.89M | Sell |
64,282
-15,539
| -19% | -$1.42M | 1.19% | 16 |
|
|
2024
Q3 | $7.65M | Buy |
79,821
+41,945
| +111% | +$4.02M | 1.73% | 15 |
|
|
2024
Q2 | $3.48M | Buy |
37,876
+16,694
| +79% | +$1.53M | 0.91% | 19 |
|
|
2024
Q1 | $1.96M | Sell |
21,182
-13,838
| -40% | -$1.28M | 0.78% | 18 |
|
|
2023
Q4 | $3.29M | Buy |
35,020
+17,399
| +99% | +$1.64M | 1.2% | 15 |
|
|
2023
Q3 | $1.56M | Buy |
17,621
+696
| +4% | +$61.8K | 0.49% | 26 |
|
|
2023
Q2 | $1.58M | Buy |
+16,925
| New | +$1.58M | 0.55% | 16 |
|