Optivise Advisory Services’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	$1.53M	Buy	16,298 +2,591	+19%	+$243K	0.78%	31
2025 Q1	$1.29M	Sell	13,707 -854	-6%	-$80.1K	0.72%	31
2024 Q4	$1.33M	Sell	14,561 -458	-3%	-$42K	0.72%	37
2024 Q3	$1.44M	Sell	15,019 -308	-2%	-$29.5K	0.76%	34
2024 Q2	$1.41M	Buy	+15,327	New	+$1.41M	0.76%	36