Patriot Financial Group Insurance Agency’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 | $2.19M | Buy |
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|
2025
Q2 | $1.97M | Buy |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $897K | Buy |
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|
2022
Q2 | $910K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $960K | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $894K | Buy |
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|
2020
Q3 | $5K | Sell |
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|
2020
Q2 | $16K | Sell |
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|
2020
Q1 | $174K | Sell |
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|
2019
Q4 | $281K | Buy |
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|
2019
Q3 | $237K | Buy |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $100K | Buy |
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|
2017
Q4 | $89K | Buy |
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|
2017
Q3 | $64K | Buy |
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|
2017
Q2 | $43K | Buy |
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|
2017
Q1 | $23K | Buy |
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|
2016
Q4 | $15K | Buy |
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