LongView Wealth 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 | $377K | Buy |
4,011
+227
| +6% | +$21.3K | 0.11% | 142 |
|
|
2025
Q1 | $355K | Buy |
3,784
+327
| +9% | +$30.7K | 0.11% | 147 |
|
|
2024
Q4 | $317K | Buy |
3,457
+461
| +15% | +$42.3K | 0.1% | 153 |
|
|
2024
Q3 | $287K | Sell |
2,996
-531
| -15% | -$50.9K | 0.09% | 165 |
|
|
2024
Q2 | $324K | Sell |
3,527
-688
| -16% | -$63.2K | 0.12% | 137 |
|
|
2024
Q1 | $390K | Sell |
4,215
-1,772
| -30% | -$164K | 0.15% | 124 |
|
|
2023
Q4 | $558K | Buy |
+5,987
| New | +$558K | 0.25% | 86 |
|