Legacy Capital Wealth Partners’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
$681K Sell
7,255
-766
-10% -$71.9K 0.16% 138
2025
Q1
$752K Buy
8,021
+1,515
+23% +$142K 0.19% 114
2024
Q4
$596K Buy
+6,506
New +$596K 0.15% 143