Maripau 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 | $1.32M | Sell |
14,039
-8,177
| -37% | -$767K | 0.66% | 41 |
|
2025
Q1 | $2.08M | Sell |
22,216
-9,112
| -29% | -$855K | 1.2% | 20 |
|
2024
Q4 | $2.87M | Buy |
31,328
+2,149
| +7% | +$197K | 1.7% | 16 |
|
2024
Q3 | $2.8M | Buy |
29,179
+2,159
| +8% | +$207K | 2.42% | 13 |
|
2024
Q2 | $2.48M | Buy |
27,020
+2,482
| +10% | +$228K | 1.69% | 12 |
|
2024
Q1 | $2.27M | Sell |
24,538
-620
| -2% | -$57.3K | 1.7% | 12 |
|
2023
Q4 | $2.37M | Sell |
25,158
-1,368
| -5% | -$129K | 2.06% | 10 |
|
2023
Q3 | $2.36M | Sell |
26,526
-5,998
| -18% | -$533K | 2.17% | 10 |
|
2023
Q2 | $3.03M | Buy |
32,524
+3,652
| +13% | +$341K | 2.7% | 9 |
|
2023
Q1 | $2.74M | Sell |
28,872
-829
| -3% | -$78.5K | 2.84% | 12 |
|
2022
Q4 | $2.85M | Buy |
29,701
+6,724
| +29% | +$646K | 2.97% | 11 |
|
2022
Q3 | $2.08M | Buy |
22,977
+16,420
| +250% | +$1.48M | 2.24% | 10 |
|
2022
Q2 | $659K | Sell |
6,557
-223
| -3% | -$22.4K | 0.71% | 32 |
|
2022
Q1 | $666K | Buy |
6,780
+1,179
| +21% | +$116K | 0.6% | 38 |
|
2021
Q4 | $581K | Buy |
+5,601
| New | +$581K | 0.55% | 44 |
|