Modern 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 | $14.9M | Buy |
158,783
+2,858
| +2% | +$268K | 0.37% | 69 |
|
|
2025
Q1 | $14.6M | Buy |
155,925
+19,602
| +14% | +$1.84M | 0.47% | 51 |
|
|
2024
Q4 | $12.5M | Buy |
136,323
+94,074
| +223% | +$8.62M | 0.47% | 51 |
|
|
2024
Q3 | $4.05M | Buy |
42,249
+7,230
| +21% | +$693K | 0.25% | 68 |
|
|
2024
Q2 | $3.22M | Buy |
35,019
+16,271
| +87% | +$1.49M | 0.24% | 60 |
|
|
2024
Q1 | $1.73M | Buy |
18,748
+15,364
| +454% | +$1.42M | 0.16% | 81 |
|
|
2023
Q4 | $318K | Buy |
+3,384
| New | +$318K | 0.04% | 131 |
|