Pinion Investment Advisors’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
Q1
Sell
-8,118
Closed -$744K 157
2024
Q4
$744K Buy
8,118
+2,887
+55% +$265K 0.3% 64
2024
Q3
$501K Buy
+5,231
New +$501K 0.21% 90