Kingswood Wealth Advisors’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 | $423K | Sell |
4,502
-195
| -4% | -$18.3K | 0.03% | 461 |
|
|
2025
Q1 | $441K | Sell |
4,697
-935
| -17% | -$87.7K | 0.04% | 428 |
|
|
2024
Q4 | $516K | Buy |
5,632
+916
| +19% | +$84K | 0.04% | 430 |
|
|
2024
Q3 | $452K | Buy |
4,716
+744
| +19% | +$71.3K | 0.03% | 481 |
|
|
2024
Q2 | $365K | Buy |
3,972
+558
| +16% | +$51.2K | 0.03% | 470 |
|
|
2024
Q1 | $316K | Sell |
3,414
-204
| -6% | -$18.9K | 0.04% | 459 |
|
|
2023
Q4 | $340K | Buy |
3,618
+570
| +19% | +$53.6K | 0.04% | 435 |
|
|
2023
Q3 | $271K | Buy |
+3,048
| New | +$271K | 0.05% | 342 |
|