Jacobson & Schmitt 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 | $20.5M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $10.2M | Sell |
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|
2023
Q1 | $10.7M | Sell |
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|
2022
Q4 | $17.4M | Hold |
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|
2022
Q3 | $17.4M | Buy |
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|
2022
Q2 | $18.5M | Sell |
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|
2022
Q1 | $32.5M | Buy |
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|
2021
Q4 | $33.8M | Buy |
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|
2021
Q3 | $30.9M | Buy |
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|
2021
Q2 | $28.2M | Buy |
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|
2021
Q1 | $25.7M | Buy |
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|
2020
Q4 | $18.9M | Buy |
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|
2020
Q3 | $17.7M | Buy |
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|
2020
Q2 | $11.8M | Buy |
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|
2020
Q1 | $6.22M | Buy |
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|
2019
Q4 | $2.06M | Buy |
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|
2019
Q3 | $1.41M | Buy |
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