Kelman-Lazarov Inc’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
Q2
$20M Buy
2025
Q1
$19.4M Buy
2024
Q4
$14.6M Buy
2024
Q3
$13.6M Buy
2024
Q2
$11.8M Buy
2024
Q1
$8.11M Buy
2023
Q4
$6.31M Buy
2023
Q3
$287K Buy