Lake Street Private Wealth’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 | $213K | Buy |
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|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $274K | Buy |
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