Pinnacle Family Advisors’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 | $422K | Buy |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $582K | Sell |
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|
2023
Q4 | $608K | Sell |
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|
2023
Q3 | $589K | Buy |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.84M | Buy |
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