Keebeck 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 | $781K | Sell |
8,323
-8,439
| -50% | -$792K | 0.1% | 153 |
|
|
2025
Q1 | $1.57M | Buy |
16,762
+2,802
| +20% | +$263K | 0.23% | 104 |
|
|
2024
Q4 | $1.28M | Buy |
13,960
+1,647
| +13% | +$151K | 0.18% | 115 |
|
|
2024
Q3 | $1.18M | Buy |
12,313
+2,805
| +30% | +$269K | 0.17% | 122 |
|
|
2024
Q2 | $873K | Buy |
9,508
+595
| +7% | +$54.6K | 0.13% | 140 |
|
|
2024
Q1 | $824K | Buy |
8,913
+694
| +8% | +$64.1K | 0.12% | 147 |
|
|
2023
Q4 | $773K | Buy |
8,219
+657
| +9% | +$61.8K | 0.13% | 144 |
|
|
2023
Q3 | $672K | Sell |
7,562
-1,972
| -21% | -$175K | 0.12% | 143 |
|
|
2023
Q2 | $889K | Buy |
9,534
+886
| +10% | +$82.6K | 0.12% | 135 |
|
|
2023
Q1 | $819K | Buy |
8,648
+1,724
| +25% | +$163K | 0.13% | 125 |
|
|
2022
Q4 | $642K | Buy |
+6,924
| New | +$642K | 0.11% | 133 |
|