Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares MBS ETF MBB Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.13M Buy
2025
Q1 		$4.85M Sell
2024
Q4 		$5.99M Buy
2024
Q3 		$5.59M Buy
2024
Q2 		$5.16M Sell
2024
Q1 		$5.24M Buy
2023
Q4 		$255K Sell
2023
Q3 		$4.69M Sell
2023
Q2 		$5.76M Buy
2023
Q1 		$3.26M Buy