Kestra Private Wealth 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 | $988K | Sell |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $2.07M | Sell |
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|
2024
Q4 | $2.92M | Sell |
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|
2024
Q3 | $3.12M | Sell |
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|
2024
Q2 | $3.79M | Sell |
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|
2024
Q1 | $4.22M | Buy |
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|
2023
Q4 | $2.67M | Buy |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.81M | Buy |
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $505K | Sell |
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|
2022
Q2 | $576K | Sell |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $688K | Buy |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $1.57M | Buy |
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