Lane & Associates’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
Q1 | – | Sell |
-4,937
| Closed | -$455K | – | 119 |
|
|
2024
Q4 | $455K | Sell |
4,937
-1,479
| -23% | -$136K | 0.24% | 69 |
|
|
2024
Q3 | $615K | Sell |
6,416
-2,641
| -29% | -$253K | 0.33% | 58 |
|
|
2024
Q2 | $832K | Sell |
9,057
-5,518
| -38% | -$507K | 0.49% | 44 |
|
|
2024
Q1 | $1.35M | Sell |
14,575
-3,222
| -18% | -$298K | 0.85% | 27 |
|
|
2023
Q4 | $1.67M | Buy |
17,797
+1,559
| +10% | +$147K | 1.22% | 22 |
|
|
2023
Q3 | $1.44M | Sell |
16,238
-2,356
| -13% | -$209K | 1.16% | 22 |
|
|
2023
Q2 | $1.73M | Buy |
18,594
+5,952
| +47% | +$555K | 1.38% | 18 |
|
|
2023
Q1 | $1.2M | Buy |
12,642
+7,875
| +165% | +$746K | 1.07% | 24 |
|
|
2022
Q4 | $442K | Buy |
+4,767
| New | +$442K | 0.42% | 52 |
|