J.W. Cole 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 | $1.4M | Buy |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $423K | Sell |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $628K | Buy |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $574K | Sell |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $861K | Sell |
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|
2022
Q3 | $851K | Sell |
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|
2022
Q2 | $957K | Sell |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.54M | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.42M | Buy |
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