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Pacific Sage Partners’s iShares MBS ETF MBB Stock Holding History

Pacific Sage Partners’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-83,402
Closed -$7.82M – 116
2025
Q1 		$7.82M Buy
83,402
+5,443
+7% +$503K 1.76% 14
2024
Q4 		$7.15M Buy
77,959
+1,899
+2% +$177K 1.63% 12
2024
Q3 		$7.29M Sell
76,060
-545
-0.7% -$51.5K 1.73% 13
2024
Q2 		$7.03M Buy
76,605
+3,799
+5% +$346K 1.74% 10
2024
Q1 		$6.73M Buy
72,806
+354
+0.5% +$32.7K 1.74% 10
2023
Q4 		$6.82M Buy
72,452
+2,554
+4% +$229K 1.87% 10
2023
Q3 		$6.21M Buy
+69,898
New +$6.39M 1.87% 10

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