Laird Norton Wetherby Wealth Management’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
+6,036
| New | +$567K | 0.03% | 522 |
|
|
2024
Q4 | $619K | Buy |
6,748
+27
| +0.4% | +$2.48K | 0.03% | 466 |
|
|
2024
Q3 | $644K | Buy |
6,721
+361
| +6% | +$34.6K | 0.03% | 477 |
|
|
2024
Q2 | $584K | Buy |
6,360
+300
| +5% | +$27.5K | 0.03% | 495 |
|
|
2024
Q1 | $560K | Buy |
+6,060
| New | +$560K | 0.03% | 527 |
|
|
2021
Q2 | – | Sell |
-8,929
| Closed | -$968K | – | 918 |
|
|
2021
Q1 | $968K | Sell |
8,929
-2,997
| -25% | -$325K | 0.07% | 260 |
|
|
2020
Q4 | $1.31M | Buy |
11,926
+5
| +0% | +$550 | 0.09% | 215 |
|
|
2020
Q3 | $1.32M | Buy |
11,921
+4
| +0% | +$442 | 0.12% | 166 |
|
|
2020
Q2 | $1.32M | Buy |
11,917
+6
| +0.1% | +$664 | 0.13% | 155 |
|
|
2020
Q1 | $1.32M | Buy |
11,911
+4
| +0% | +$442 | 0.15% | 137 |
|
|
2019
Q4 | $1.29M | Buy |
11,907
+6
| +0.1% | +$649 | 0.13% | 175 |
|
|
2019
Q3 | $1.29M | Buy |
11,901
+7
| +0.1% | +$758 | 0.13% | 172 |
|
|
2019
Q2 | $1.28M | Buy |
+11,894
| New | +$1.28M | 0.14% | 162 |
|