Moneta Group Investment Advisors’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
Sell
2025
Q2
$303K Buy
2024
Q4
Sell
2024
Q3
$284K Buy
2023
Q1
Sell
2022
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$210K Sell
2022
Q1
$225K Buy
2021
Q4
Sell
2021
Q3
$226K Buy
2021
Q2
$216K Sell
2021
Q1
$230K Sell
2020
Q4
$234K Buy