Oliver Lagore Vanvalin Investment Group’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 | $334K | Buy |
+3,565
| New | +$334K | 0.13% | 109 |
|
|
2024
Q4 | $401K | Buy |
4,379
+43
| +1% | +$3.94K | 0.1% | 97 |
|
|
2024
Q3 | $415K | Sell |
4,336
-302
| -7% | -$28.9K | 0.11% | 95 |
|
|
2024
Q2 | $426K | Sell |
4,638
-274
| -6% | -$25.2K | 0.12% | 88 |
|
|
2024
Q1 | $454K | Sell |
4,912
-333
| -6% | -$30.8K | 0.13% | 88 |
|
|
2023
Q4 | $493K | Sell |
5,245
-1,050
| -17% | -$98.8K | 0.18% | 82 |
|
|
2023
Q3 | $559K | Sell |
6,295
-1,458
| -19% | -$129K | 0.22% | 78 |
|
|
2023
Q2 | $723K | Buy |
7,753
+594
| +8% | +$55.4K | 0.26% | 58 |
|
|
2023
Q1 | $678K | Buy |
7,159
+1,756
| +33% | +$166K | 0.29% | 34 |
|
|
2022
Q4 | $501K | Buy |
5,403
+2,881
| +114% | +$267K | 0.28% | 45 |
|
|
2022
Q3 | $231K | Sell |
2,522
-240
| -9% | -$22K | 0.15% | 81 |
|
|
2022
Q2 | $269K | Buy |
2,762
+390
| +16% | +$38K | 0.16% | 75 |
|
|
2022
Q1 | $254K | Buy |
+2,372
| New | +$254K | 0.17% | 85 |
|