Laurie J. Hall Trustee’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 |
-1,100
| Closed | -$101K | – | 185 |
|
|
2024
Q4 | $101K | Hold |
1,100
| – | – | 0.03% | 152 |
|
|
2024
Q3 | $105K | Hold |
1,100
| – | – | 0.03% | 156 |
|
|
2024
Q2 | $101K | Hold |
1,100
| – | – | 0.04% | 141 |
|
|
2024
Q1 | $102K | Hold |
1,100
| – | – | 0.04% | 142 |
|
|
2023
Q4 | $103K | Hold |
1,100
| – | – | 0.04% | 140 |
|
|
2023
Q3 | $98K | Hold |
1,100
| – | – | 0.04% | 136 |
|
|
2023
Q2 | $103K | Hold |
1,100
| – | – | 0.04% | 141 |
|
|
2023
Q1 | $104K | Buy |
+1,100
| New | +$104K | 0.04% | 136 |
|