IWS
Insight Wealth Strategies’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
41,413
-1,051
| -2% | -$98.2K | 0.49% | 68 |
|
|
2025
Q1 | $3.98M | Sell |
42,464
-250,661
| -86% | -$23.5M | 0.54% | 54 |
|
|
2024
Q4 | $26.9M | Buy |
293,125
+23,419
| +9% | +$2.15M | 3.6% | 4 |
|
|
2024
Q3 | $25.8M | Buy |
269,706
+229,171
| +565% | +$22M | 3.4% | 7 |
|
|
2024
Q2 | $3.72M | Buy |
40,535
+3,644
| +10% | +$335K | 0.53% | 46 |
|
|
2024
Q1 | $3.41M | Buy |
36,891
+1,963
| +6% | +$181K | 0.5% | 47 |
|
|
2023
Q4 | $3.29M | Buy |
34,928
+3,383
| +11% | +$318K | 0.53% | 34 |
|
|
2023
Q3 | $2.8M | Sell |
31,545
-183,789
| -85% | -$16.3M | 0.54% | 36 |
|
|
2023
Q2 | $20.1M | Sell |
215,334
-500
| -0.2% | -$46.6K | 3.84% | 12 |
|
|
2023
Q1 | $20.4M | Sell |
215,834
-8,214
| -4% | -$778K | 4.01% | 12 |
|
|
2022
Q4 | $20.8M | Buy |
224,048
+1,445
| +0.6% | +$134K | 4.02% | 12 |
|
|
2022
Q3 | $21.7M | Hold |
222,603
| – | – | 4.03% | 12 |
|
|
2022
Q2 | $21.7M | Buy |
222,603
+3,387
| +2% | +$330K | 4.03% | 12 |
|
|
2022
Q1 | $22.3M | Buy |
219,216
+6,489
| +3% | +$661K | 3.29% | 16 |
|
|
2021
Q4 | $22.9M | Sell |
212,727
-5,688
| -3% | -$611K | 3.26% | 14 |
|
|
2021
Q3 | $23.6M | Buy |
218,415
+7,861
| +4% | +$850K | 3.32% | 14 |
|
|
2021
Q2 | $22.8M | Sell |
210,554
-11,566
| -5% | -$1.25M | 3.24% | 16 |
|
|
2021
Q1 | $24.1M | Sell |
222,120
-4,705
| -2% | -$510K | 3.23% | 14 |
|
|
2020
Q4 | $25M | Buy |
226,825
+13,149
| +6% | +$1.45M | 4.24% | 6 |
|
|
2020
Q3 | $23.6M | Sell |
213,676
-25,708
| -11% | -$2.84M | 4.38% | 6 |
|
|
2020
Q2 | $26.5M | Sell |
239,384
-4,896
| -2% | -$542K | 5.9% | 4 |
|
|
2020
Q1 | $27M | Sell |
244,280
-3,716
| -1% | -$410K | 7.18% | 3 |
|
|
2019
Q4 | $26.8M | Buy |
247,996
+8,122
| +3% | +$878K | 5.67% | 2 |
|
|
2019
Q3 | $26M | Buy |
239,874
+19,493
| +9% | +$2.11M | 6.1% | 2 |
|
|
2019
Q2 | $23.7M | Buy |
220,381
+24,188
| +12% | +$2.6M | 5.8% | 3 |
|
|
2019
Q1 | $20.9M | Buy |
196,193
+180,377
| +1,140% | +$19.2M | 5.83% | 3 |
|
|
2018
Q4 | $1.66M | Buy |
+15,816
| New | +$1.66M | 0.51% | 31 |
|