LifePlan Investment 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 | $1.49M | Buy |
15,833
+2,126
| +16% | +$200K | 0.74% | 40 |
|
|
2025
Q1 | $1.29M | Buy |
13,707
+1,607
| +13% | +$151K | 0.74% | 39 |
|
|
2024
Q4 | $1.11M | Buy |
12,100
+594
| +5% | +$54.5K | 0.69% | 43 |
|
|
2024
Q3 | $1.1M | Buy |
11,506
+1,279
| +13% | +$123K | 0.7% | 39 |
|
|
2024
Q2 | $939K | Buy |
10,227
+842
| +9% | +$77.3K | 0.68% | 39 |
|
|
2024
Q1 | $867K | Buy |
9,385
+525
| +6% | +$48.5K | 0.69% | 35 |
|
|
2023
Q4 | $834K | Buy |
8,860
+897
| +11% | +$84.4K | 0.76% | 32 |
|
|
2023
Q3 | $707K | Buy |
7,963
+301
| +4% | +$26.7K | 0.75% | 31 |
|
|
2023
Q2 | $715K | Buy |
+7,662
| New | +$715K | 0.8% | 29 |
|