Obermeyer Wealth Partners’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 | $252K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $369K | Hold |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $376K | Buy |
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|
2020
Q3 | $376K | Hold |
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|
2020
Q2 | $377K | Hold |
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|
2020
Q1 | $376K | Hold |
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|
2019
Q4 | $368K | Hold |
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|
2019
Q3 | $369K | Hold |
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|
2019
Q2 | $367K | Hold |
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|
2019
Q1 | $362K | Hold |
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|
2018
Q4 | $357K | Hold |
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|
2018
Q3 | $352K | Buy |
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