Kelly Financial Services’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 | $10.1M | Buy |
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|
2025
Q2 | $9.37M | Buy |
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|
2025
Q1 | $9.08M | Sell |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $9.98M | Sell |
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|
2024
Q2 | $10.1M | Buy |
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|
2024
Q1 | $9.55M | Buy |
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|
2023
Q4 | $5.84M | Buy |
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|
2023
Q3 | $5.5M | Sell |
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|
2023
Q2 | $5.89M | Buy |
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|
2023
Q1 | $5.9M | Buy |
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|
2022
Q4 | $3.4M | Buy |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $2.45M | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q4 | $188K | Buy |
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|
2020
Q3 | $18.9K | Hold |
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|
2020
Q2 | $18.9K | Hold |
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|
2020
Q1 | $18.9K | Hold |
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|
2019
Q4 | $18.5K | Hold |
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|
2019
Q3 | $18.5K | Buy |
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|
2019
Q2 | $3.44K | Hold |
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|
2019
Q1 | $3.4K | Buy |
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