Legacy Financial Group (Iowa)’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
54,634
+2,967
| +6% | +$279K | 0.72% | 34 |
|
|
2025
Q1 | $4.85M | Sell |
51,667
-13,689
| -21% | -$1.28M | 0.75% | 28 |
|
|
2024
Q4 | $5.99M | Buy |
65,356
+7,009
| +12% | +$643K | 0.97% | 25 |
|
|
2024
Q3 | $5.59M | Buy |
58,347
+2,196
| +4% | +$210K | 1.08% | 27 |
|
|
2024
Q2 | $5.16M | Sell |
56,151
-540
| -1% | -$49.6K | 1.01% | 27 |
|
|
2024
Q1 | $5.24M | Buy |
56,691
+53,984
| +1,994% | +$4.99M | 1.06% | 24 |
|
|
2023
Q4 | $255K | Sell |
2,707
-50,120
| -95% | -$4.72M | 1.16% | 24 |
|
|
2023
Q3 | $4.69M | Sell |
52,827
-8,948
| -14% | -$795K | 1.1% | 20 |
|
|
2023
Q2 | $5.76M | Buy |
61,775
+27,324
| +79% | +$2.55M | 1.48% | 19 |
|
|
2023
Q1 | $3.26M | Buy |
+34,451
| New | +$3.26M | 0.89% | 23 |
|