MLA
My Legacy Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
30,313
+3,605
| +13% | +$336K | 1.01% | 25 |
|
|
2025
Q1 | $2.5M | Sell |
26,708
-3,372
| -11% | -$316K | 0.97% | 24 |
|
|
2024
Q4 | $2.75M | Buy |
30,080
+1,428
| +5% | +$131K | 1.07% | 20 |
|
|
2024
Q3 | $2.75M | Sell |
28,652
-11,777
| -29% | -$1.13M | 1.08% | 21 |
|
|
2024
Q2 | $3.71M | Buy |
40,429
+6,197
| +18% | +$569K | 1.19% | 19 |
|
|
2024
Q1 | $3.16M | Buy |
34,232
+4,709
| +16% | +$435K | 1.06% | 19 |
|
|
2023
Q4 | $2.77M | Buy |
29,523
+2,148
| +8% | +$202K | 1% | 20 |
|
|
2023
Q3 | $2.35M | Buy |
27,375
+300
| +1% | +$25.7K | 0.96% | 24 |
|
|
2023
Q2 | $2.54M | Buy |
27,075
+5,513
| +26% | +$517K | 1% | 20 |
|
|
2023
Q1 | $2.04M | Buy |
21,562
+2,775
| +15% | +$262K | 0.87% | 24 |
|
|
2022
Q4 | $1.8M | Buy |
+18,787
| New | +$1.8M | 0.77% | 29 |
|