JGP Wealth Management’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 | $1.76M | Buy |
18,727
+6,162
| +49% | +$579K | 0.21% | 68 |
|
|
2025
Q1 | $1.18M | Buy |
12,565
+974
| +8% | +$91.3K | 0.16% | 83 |
|
|
2024
Q4 | $1.06M | Buy |
11,591
+3,695
| +47% | +$339K | 0.14% | 92 |
|
|
2024
Q3 | $756K | Buy |
7,896
+1,099
| +16% | +$105K | 0.1% | 109 |
|
|
2024
Q2 | $624K | Buy |
+6,797
| New | +$624K | 0.09% | 114 |
|