Larson Financial Group’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 | $234K | Buy |
2,492
+17
| +0.7% | +$1.6K | 0.01% | 629 |
|
|
2025
Q1 | $232K | Sell |
2,475
-2,088
| -46% | -$196K | 0.01% | 590 |
|
|
2024
Q4 | $418K | Buy |
4,563
+3,604
| +376% | +$330K | 0.02% | 397 |
|
|
2024
Q3 | $91.9K | Hold |
959
| – | – | 0.01% | 743 |
|
|
2024
Q2 | $88K | Buy |
959
+928
| +2,994% | +$85.2K | 0.01% | 676 |
|
|
2024
Q1 | $2.87K | Hold |
31
| – | – | ﹤0.01% | 1296 |
|
|
2023
Q4 | $2.92K | Sell |
31
-86
| -74% | -$8.09K | ﹤0.01% | 1294 |
|
|
2023
Q3 | $10.4K | Buy |
117
+83
| +244% | +$7.37K | ﹤0.01% | 985 |
|
|
2023
Q2 | $3.17K | Hold |
34
| – | – | ﹤0.01% | 1187 |
|
|
2023
Q1 | $3.22K | Buy |
34
+31
| +1,033% | +$2.94K | ﹤0.01% | 1163 |
|
|
2022
Q4 | $278 | Hold |
3
| – | – | ﹤0.01% | 1406 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1359 |
|
|
2021
Q1 | – | Sell |
-185
| Closed | -$20K | – | 889 |
|
|
2020
Q4 | $20K | Sell |
185
-44
| -19% | -$4.76K | 0.01% | 373 |
|
|
2020
Q3 | $25K | Buy |
229
+15
| +7% | +$1.64K | 0.01% | 282 |
|
|
2020
Q2 | $24K | Buy |
214
+85
| +66% | +$9.53K | 0.01% | 271 |
|
|
2020
Q1 | $14K | Sell |
129
-17
| -12% | -$1.85K | 0.01% | 251 |
|
|
2019
Q4 | $16K | Buy |
+146
| New | +$16K | 0.01% | 247 |
|