Perigon Wealth Management’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 | $11.1M | Buy |
|
|||||
|
2025
Q2 | $10.9M | Buy |
|
|||||
|
2025
Q1 | $10.6M | Sell |
|
|||||
|
2024
Q4 | $16.1M | Buy |
|
|||||
|
2024
Q3 | $14.5M | Buy |
|
|||||
|
2024
Q2 | $13.5M | Buy |
|
|||||
|
2024
Q1 | $13.2M | Sell |
|
|||||
|
2023
Q4 | $13.6M | Buy |
|
|||||
|
2023
Q3 | $12.4M | Sell |
|
|||||
|
2023
Q2 | $13.8M | Buy |
|
|||||
|
2023
Q1 | $12.9M | Buy |
|
|||||
|
2022
Q4 | $4.49M | Buy |
|
|||||
|
2022
Q3 | $1.59M | Buy |
|
|||||
|
2022
Q2 | $1.51M | Buy |
|
|||||
|
2022
Q1 | $1.57M | Buy |
|
|||||
|
2021
Q4 | $1.56M | Buy |
|
|||||
|
2021
Q3 | $1.46M | Buy |
|
|||||
|
2021
Q2 | $1.17M | Buy |
|
|||||
|
2021
Q1 | $1.13M | Buy |
|
|||||
|
2020
Q4 | $613K | Buy |
|
|||||
|
2020
Q3 | $226K | Sell |
|
|||||
|
2020
Q2 | $231K | Sell |
|
|||||
|
2020
Q1 | $280K | Buy |
|