Naples Global Advisors’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 | $1.98M | Buy |
21,098
+2,453
| +13% | +$230K | 0.17% | 152 |
|
|
2025
Q1 | $1.75M | Buy |
18,645
+3,199
| +21% | +$300K | 0.17% | 166 |
|
|
2024
Q4 | $1.42M | Buy |
15,446
+7,571
| +96% | +$694K | 0.13% | 184 |
|
|
2024
Q3 | $755K | Buy |
7,875
+717
| +10% | +$68.7K | 0.07% | 252 |
|
|
2024
Q2 | $657K | Buy |
+7,158
| New | +$657K | 0.07% | 253 |
|