Mount Yale 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
Q2 | $2.28M | Buy |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.43M | Sell |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $2.63M | Buy |
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|
2024
Q1 | $2.32M | Sell |
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|
2023
Q4 | $4.84M | Buy |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $2.12M | Sell |
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|
2022
Q4 | $8.69M | Buy |
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|
2022
Q3 | $655K | Sell |
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|
2022
Q2 | $718K | Buy |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $716K | Buy |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $553K | Sell |
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|
2021
Q1 | $638K | Sell |
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|
2020
Q4 | $836K | Buy |
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