Independent Advisor Alliance’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 | $3.46M | Buy |
36,890
+2,412
| +7% | +$226K | 0.1% | 178 |
|
|
2025
Q1 | $3.23M | Sell |
34,478
-117,141
| -77% | -$11M | 0.11% | 172 |
|
|
2024
Q4 | $13.9M | Buy |
+151,619
| New | +$13.9M | 0.18% | 117 |
|
|
2024
Q1 | – | Sell |
-3,188
| Closed | -$300K | – | 722 |
|
|
2023
Q4 | $300K | Buy |
3,188
+268
| +9% | +$25.2K | 0.01% | 548 |
|
|
2023
Q3 | $259K | Buy |
+2,920
| New | +$259K | 0.01% | 554 |
|
|
2020
Q1 | – | Sell |
-7,404
| Closed | -$800K | – | 661 |
|
|
2019
Q4 | $800K | Buy |
+7,404
| New | +$800K | 0.03% | 425 |
|