Omni 360 Wealth’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
$452K Sell
4,812
-976
-17% -$91.6K 0.22% 91
2025
Q1
$543K Buy
5,788
+275
+5% +$25.8K 0.32% 67
2024
Q4
$505K Buy
5,513
+420
+8% +$38.5K 0.32% 67
2024
Q3
$488K Buy
5,093
+185
+4% +$17.7K 0.32% 72
2024
Q2
$451K Buy
4,908
+50
+1% +$4.59K 0.33% 68
2024
Q1
$449K Buy
4,858
+592
+14% +$54.7K 0.36% 67
2023
Q4
$401K Buy
+4,266
New +$401K 0.37% 62