KLI
Kelman-Lazarov Inc’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
213,084
+5,703
| +3% | +$535K | 3.24% | 11 |
|
|
2025
Q1 | $19.4M | Buy |
207,381
+48,025
| +30% | +$4.5M | 3.53% | 10 |
|
|
2024
Q4 | $14.6M | Buy |
159,356
+17,702
| +12% | +$1.62M | 2.63% | 14 |
|
|
2024
Q3 | $13.6M | Buy |
141,654
+13,622
| +11% | +$1.31M | 2.34% | 15 |
|
|
2024
Q2 | $11.8M | Buy |
128,032
+40,277
| +46% | +$3.7M | 2.19% | 15 |
|
|
2024
Q1 | $8.11M | Buy |
87,755
+20,714
| +31% | +$1.91M | 1.59% | 17 |
|
|
2023
Q4 | $6.31M | Buy |
67,041
+63,809
| +1,974% | +$6M | 1.37% | 17 |
|
|
2023
Q3 | $287K | Buy |
+3,232
| New | +$287K | 0.07% | 82 |
|