OneDigital Investment Advisors’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 | $151M | Buy |
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|
2025
Q2 | $145M | Sell |
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|
2025
Q1 | $145M | Sell |
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|
2024
Q4 | $154M | Buy |
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|
2024
Q3 | $157M | Buy |
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|
2024
Q2 | $148M | Buy |
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|
2024
Q1 | $122M | Buy |
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|
2023
Q4 | $114M | Buy |
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|
2023
Q3 | $97.4M | Buy |
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|
2023
Q2 | $90.8M | Buy |
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|
2023
Q1 | $86.3M | Buy |
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|
2022
Q4 | $32.5M | Buy |
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|
2022
Q3 | $4.91M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $1.53M | Sell |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $487K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $50K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $19K | Buy |
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|
2017
Q3 | $19K | Sell |
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|
2017
Q2 | $60K | Buy |
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