LA
Lifeworks Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
171,720
+9,180
| +6% | +$862K | 2.4% | 4 |
|
|
2025
Q1 | $15.2M | Buy |
162,540
+16,747
| +11% | +$1.57M | 2.53% | 4 |
|
|
2024
Q4 | $13.4M | Buy |
145,793
+17,720
| +14% | +$1.62M | 2.41% | 5 |
|
|
2024
Q3 | $12.3M | Buy |
128,073
+34,215
| +36% | +$3.28M | 2.41% | 4 |
|
|
2024
Q2 | $8.62M | Buy |
93,858
+5,588
| +6% | +$513K | 2.4% | 5 |
|
|
2024
Q1 | $8.16M | Buy |
88,270
+24,835
| +39% | +$2.3M | 2.28% | 8 |
|
|
2023
Q4 | $5.97M | Buy |
63,435
+5,380
| +9% | +$506K | 2.06% | 8 |
|
|
2023
Q3 | $5.16M | Buy |
58,055
+8,714
| +18% | +$774K | 2.01% | 10 |
|
|
2023
Q2 | $4.6M | Buy |
49,341
+23,786
| +93% | +$2.22M | 1.96% | 12 |
|
|
2023
Q1 | $2.42M | Buy |
+25,555
| New | +$2.42M | 1.14% | 29 |
|