IVC Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $525K | Buy |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $353K | Buy |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $376K | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | $230K | Buy |
|