Petix & Botte Financial’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
3,618
-9
-0.2% -$845 0.08% 102
2025
Q1
$340K Buy
3,627
+69
+2% +$6.47K 0.09% 97
2024
Q4
$326K Sell
3,558
-198
-5% -$18.2K 0.09% 103
2024
Q3
$360K Sell
3,756
-602
-14% -$57.7K 0.1% 89
2024
Q2
$400K Buy
4,358
+1,074
+33% +$98.6K 0.11% 85
2024
Q1
$304K Sell
3,284
-1,374
-29% -$127K 0.08% 108
2023
Q4
$438K Sell
4,658
-9
-0.2% -$847 0.13% 77
2023
Q3
$414K Sell
4,667
-201
-4% -$17.8K 0.13% 75
2023
Q2
$454K Buy
+4,868
New +$454K 0.14% 70