McNaughton 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 | $5.43M | Sell |
57,846
-781
| -1% | -$73.3K | 2.42% | 10 |
|
|
2025
Q1 | $5.5M | Buy |
+58,627
| New | +$5.5M | 2.67% | 9 |
|
|
2021
Q1 | – | Sell |
-1,819
| Closed | -$200K | – | 51 |
|
|
2020
Q4 | $200K | Hold |
1,819
| – | – | 0.16% | 49 |
|
|
2020
Q3 | $201K | Sell |
1,819
-331
| -15% | -$36.6K | 0.18% | 48 |
|
|
2020
Q2 | $238K | Sell |
2,150
-191
| -8% | -$21.1K | 0.22% | 43 |
|
|
2020
Q1 | $259K | Sell |
2,341
-468
| -17% | -$51.8K | 0.28% | 39 |
|
|
2019
Q4 | $303K | Buy |
+2,809
| New | +$303K | 0.28% | 42 |
|