Jones Financial Companies’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 | $4.24M | Buy |
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|
2025
Q2 | $3.82M | Buy |
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|
2025
Q1 | $3.24M | Buy |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $769K | Buy |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $135K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $16K | Sell |
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|
2022
Q1 | $17K | Sell |
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|
2021
Q4 | $178K | Buy |
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|
2021
Q3 | $151K | Hold |
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|
2021
Q2 | $151K | Hold |
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|
2021
Q1 | $151K | Sell |
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|
2020
Q4 | $220K | Buy |
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