Journey Strategic Wealth’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
Q1 | – | Sell |
-75,803
| Closed | -$6.95M | – | 530 |
|
|
2024
Q4 | $6.95M | Buy |
75,803
+5,007
| +7% | +$459K | 0.26% | 27 |
|
|
2024
Q3 | $6.78M | Buy |
70,796
+17,853
| +34% | +$1.71M | 0.25% | 24 |
|
|
2024
Q2 | $4.86M | Buy |
52,943
+3,453
| +7% | +$317K | 0.21% | 27 |
|
|
2024
Q1 | $4.57M | Buy |
49,490
+7,563
| +18% | +$699K | 0.2% | 24 |
|
|
2023
Q4 | $3.94M | Buy |
41,927
+665
| +2% | +$62.6K | 0.19% | 24 |
|
|
2023
Q3 | $3.66M | Buy |
41,262
+2,593
| +7% | +$230K | 0.17% | 23 |
|
|
2023
Q2 | $3.61M | Buy |
38,669
+2,458
| +7% | +$229K | 0.16% | 24 |
|
|
2023
Q1 | $3.43M | Buy |
+36,211
| New | +$3.43M | 0.36% | 21 |
|