Lord & Richards 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	–	Sell	-12,533	Closed	-$1.18M	–	124
2025 Q1	$1.18M	Buy	12,533 +1,473	+13%	+$138K	1.33%	25
2024 Q4	$1.01M	Buy	+11,060	New	+$1.01M	2.14%	10