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ORG Wealth Partners’s iShares MBS ETF MBB Stock Holding History

ORG Wealth Partners’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.55M Sell
16,555
-107
-0.6% -$10K 0.37% 40
2025
Q1 		$1.56M Sell
16,662
-538
-3% -$50.5K 0.48% 35
2024
Q4 		$1.58M Sell
17,200
-169
-1% -$15.5K 0.49% 19
2024
Q3 		$1.66M Buy
+17,369
New +$1.66M 0.55% 20