Kingsview 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 | $27.9M | Buy |
297,557
+10,968
| +4% | +$1.03M | 0.47% | 37 |
|
|
2025
Q1 | $26.9M | Buy |
286,589
+29,036
| +11% | +$2.72M | 0.51% | 33 |
|
|
2024
Q4 | $23.6M | Buy |
257,553
+106,443
| +70% | +$9.76M | 0.46% | 39 |
|
|
2024
Q3 | $14.5M | Sell |
151,110
-47,970
| -24% | -$4.6M | 0.3% | 58 |
|
|
2024
Q2 | $18.3M | Buy |
199,080
+11,972
| +6% | +$1.1M | 0.43% | 44 |
|
|
2024
Q1 | $17.3M | Buy |
187,108
+8,771
| +5% | +$811K | 0.43% | 44 |
|
|
2023
Q4 | $16.8M | Buy |
178,337
+30,791
| +21% | +$2.9M | 0.5% | 41 |
|
|
2023
Q3 | $13.1M | Buy |
147,546
+49,915
| +51% | +$4.43M | 0.47% | 44 |
|
|
2023
Q2 | $9.11M | Sell |
97,631
-2,917
| -3% | -$272K | 0.36% | 60 |
|
|
2023
Q1 | $9.52M | Sell |
100,548
-6,498
| -6% | -$616K | 0.4% | 53 |
|
|
2022
Q4 | $9.93M | Sell |
107,046
-34,565
| -24% | -$3.21M | 0.43% | 52 |
|
|
2022
Q3 | $13M | Buy |
141,611
+29,491
| +26% | +$2.7M | 0.62% | 29 |
|
|
2022
Q2 | $10.9M | Sell |
112,120
-31,822
| -22% | -$3.1M | 0.52% | 36 |
|
|
2022
Q1 | $14.7M | Buy |
143,942
+74,532
| +107% | +$7.59M | 0.65% | 24 |
|
|
2021
Q4 | $7.46M | Sell |
69,410
-1,868
| -3% | -$201K | 0.31% | 68 |
|
|
2021
Q3 | $7.71M | Buy |
71,278
+10,426
| +17% | +$1.13M | 0.37% | 53 |
|
|
2021
Q2 | $6.58M | Buy |
60,852
+15,305
| +34% | +$1.65M | 0.32% | 64 |
|
|
2021
Q1 | $4.93M | Sell |
45,547
-1,864
| -4% | -$202K | 0.28% | 78 |
|
|
2020
Q4 | $5.22M | Buy |
47,411
+2,463
| +5% | +$271K | 0.38% | 57 |
|
|
2020
Q3 | $4.96M | Buy |
44,948
+25,649
| +133% | +$2.83M | 0.44% | 57 |
|
|
2020
Q2 | $2.14M | Buy |
19,299
+726
| +4% | +$80.4K | 0.21% | 118 |
|
|
2020
Q1 | $2.05M | Buy |
18,573
+8,049
| +76% | +$889K | 0.28% | 100 |
|
|
2019
Q4 | $1.14M | Buy |
10,524
+4,065
| +63% | +$439K | 0.14% | 177 |
|
|
2019
Q3 | $700K | Buy |
6,459
+2,271
| +54% | +$246K | 0.11% | 202 |
|
|
2019
Q2 | $451K | Buy |
4,188
+719
| +21% | +$77.4K | 0.08% | 258 |
|
|
2019
Q1 | $369K | Buy |
+3,469
| New | +$369K | 0.06% | 314 |
|