One Wealth Capital Management’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
$1.99M Buy
21,143
+571
+3% +$53.6K 0.93% 24
2025
Q1
$1.93M Sell
20,572
-7,994
-28% -$750K 1.04% 20
2024
Q4
$2.62M Buy
+28,566
New +$2.62M 1.33% 15