LFS
Lutz Financial Services’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46M | Buy |
490,415
+8,816
| +2% | +$828K | 3.58% | 9 |
|
|
2025
Q1 | $45.2M | Buy |
481,599
+26,566
| +6% | +$2.49M | 3.7% | 9 |
|
|
2024
Q4 | $41.7M | Buy |
455,033
+42,329
| +10% | +$3.88M | 3.37% | 10 |
|
|
2024
Q3 | $39.5M | Buy |
412,704
+40,737
| +11% | +$3.9M | 3.21% | 10 |
|
|
2024
Q2 | $34.2M | Buy |
371,967
+68,517
| +23% | +$6.29M | 2.98% | 10 |
|
|
2024
Q1 | $28M | Buy |
303,450
+174,028
| +134% | +$16.1M | 2.45% | 11 |
|
|
2023
Q4 | $12.2M | Buy |
+129,422
| New | +$12.2M | 1.14% | 25 |
|