Modera 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 | $27.1M | Buy |
288,520
+2,312
| +0.8% | +$217K | 0.34% | 65 |
|
|
2025
Q1 | $26.8M | Buy |
286,208
+10,349
| +4% | +$971K | 0.36% | 61 |
|
|
2024
Q4 | $25.3M | Buy |
275,859
+49,758
| +22% | +$4.56M | 0.31% | 65 |
|
|
2024
Q3 | $21.7M | Buy |
226,101
+12,544
| +6% | +$1.2M | 0.28% | 73 |
|
|
2024
Q2 | $19.6M | Buy |
213,557
+35,014
| +20% | +$3.21M | 0.29% | 76 |
|
|
2024
Q1 | $16.5M | Buy |
178,543
+7,064
| +4% | +$653K | 0.25% | 78 |
|
|
2023
Q4 | $16.1M | Buy |
171,479
+68,645
| +67% | +$6.46M | 0.27% | 77 |
|
|
2023
Q3 | $9.13M | Buy |
102,834
+19,759
| +24% | +$1.75M | 0.17% | 109 |
|
|
2023
Q2 | $7.75M | Buy |
+83,075
| New | +$7.75M | 0.14% | 121 |
|