Phillips Financial 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 | $35.3K | Sell |
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|
2025
Q2 | $42.3K | Hold |
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|
2025
Q1 | $42.2K | Hold |
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|
2024
Q4 | $41.3K | Sell |
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|
2024
Q3 | $109K | Sell |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $121K | Sell |
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|
2023
Q4 | $128K | Sell |
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|
2023
Q3 | $152K | Hold |
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|
2023
Q2 | $159K | Sell |
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|
2023
Q1 | $186K | Hold |
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|
2022
Q4 | $182K | Hold |
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|
2022
Q3 | $179K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $308K | Buy |
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