McKinley Carter Wealth Services’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.72M Sell
2025
Q2
$4.76M Sell
2025
Q1
$4.81M Sell
2024
Q4
$8.04M Buy
2024
Q3
$7.92M Buy
2024
Q2
$7.44M Buy
2024
Q1
$7.38M Sell
2023
Q4
$12.5M Buy
2023
Q3
$11.7M Buy
2023
Q2
$11.4M Buy
2023
Q1
$10.6M Buy
2022
Q4
$7.59M Sell
2022
Q3
$8.09M Buy
2022
Q2
$8.48M Buy
2022
Q1
$8.67M Buy
2021
Q4
$7.95M Buy
2021
Q3
$6.38M Buy
2021
Q2
$5.78M Buy
2021
Q1
$5.17M Buy
2020
Q4
$457K Buy