Lodestar Private Asset Management’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 | $1.81M | Sell |
19,301
-1,278
| -6% | -$120K | 0.21% | 74 |
|
2025
Q1 | $1.93M | Buy |
20,579
+170
| +0.8% | +$15.9K | 0.24% | 70 |
|
2024
Q4 | $1.87M | Sell |
20,409
-284
| -1% | -$26K | 0.23% | 74 |
|
2024
Q3 | $1.98M | Buy |
20,693
+131
| +0.6% | +$12.6K | 0.25% | 73 |
|
2024
Q2 | $1.89M | Sell |
20,562
-935
| -4% | -$85.8K | 0.26% | 71 |
|
2024
Q1 | $1.99M | Buy |
21,497
+1,117
| +5% | +$103K | 0.28% | 68 |
|
2023
Q4 | $1.92M | Buy |
+20,380
| New | +$1.92M | 0.29% | 70 |
|