Lifelong Wealth 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
$1.75M Buy
18,661
+172
+0.9% +$16.1K 0.58% 24
2025
Q1
$1.73M Sell
18,489
-2,267
-11% -$213K 0.81% 18
2024
Q4
$1.9M Buy
+20,756
New +$1.9M 0.86% 18