Kovitz Investment Group Partners’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 | $61.3M | Sell |
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|
2025
Q2 | $66M | Sell |
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|
2025
Q1 | $71.9M | Sell |
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|
2024
Q4 | $73.3M | Sell |
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|
2024
Q3 | $78.3M | Sell |
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|
2024
Q2 | $75.4M | Buy |
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|
2024
Q1 | $415K | Buy |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $317K | Sell |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $3.6M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.32M | Sell |
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|
2021
Q1 | $3.11M | Sell |
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|
2020
Q4 | $3.56M | Sell |
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|
2020
Q3 | $3.75M | Buy |
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|
2020
Q2 | $3.65M | Buy |
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|
2020
Q1 | $675K | Buy |
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