LGT Financial Advisors’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 | $8.9K | Sell |
95
-101
| -52% | -$9.46K | 0.02% | 216 |
|
|
2025
Q1 | $18.4K | Buy |
196
+2
| +1% | +$187 | 0.06% | 157 |
|
|
2024
Q4 | $17.8K | Sell |
194
-260
| -57% | -$23.8K | 0.04% | 334 |
|
|
2024
Q3 | $43.5K | Sell |
454
-459
| -50% | -$44K | 0.11% | 144 |
|
|
2024
Q2 | $83.8K | Sell |
913
-594
| -39% | -$54.5K | 0.18% | 100 |
|
|
2024
Q1 | $139K | Sell |
1,507
-605
| -29% | -$56K | 0.16% | 149 |
|
|
2023
Q4 | $199K | Sell |
2,112
-958
| -31% | -$90.1K | 0.24% | 89 |
|
|
2023
Q3 | $273K | Sell |
3,070
-173
| -5% | -$15.4K | 0.35% | 62 |
|
|
2023
Q2 | $303K | Buy |
3,243
+592
| +22% | +$55.2K | 0.32% | 82 |
|
|
2023
Q1 | $251K | Sell |
2,651
-585
| -18% | -$55.4K | 0.47% | 62 |
|
|
2022
Q4 | $300K | Buy |
+3,236
| New | +$300K | 0.35% | 63 |
|