Patten Group’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
Q2 | – | Sell |
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|
2025
Q1 | $601K | Buy |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $496K | Sell |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $778K | Sell |
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $941K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.55M | Buy |
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|
2020
Q3 | $1.38M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $694K | Buy |
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|
2019
Q3 | $445K | Buy |
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|
2019
Q2 | $228K | Buy |
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