Pinnacle Family 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
Q2 | $422K | Buy |
4,496
+16
| +0.4% | +$1.5K | 0.21% | 79 |
|
|
2025
Q1 | $420K | Sell |
4,480
-533
| -11% | -$50K | 0.23% | 80 |
|
|
2024
Q4 | $460K | Sell |
5,013
-23
| -0.5% | -$2.11K | 0.22% | 72 |
|
|
2024
Q3 | $483K | Sell |
5,036
-1,028
| -17% | -$98.5K | 0.25% | 70 |
|
|
2024
Q2 | $557K | Sell |
6,064
-230
| -4% | -$21.1K | 0.31% | 55 |
|
|
2024
Q1 | $582K | Sell |
6,294
-165
| -3% | -$15.2K | 0.31% | 53 |
|
|
2023
Q4 | $608K | Sell |
6,459
-178
| -3% | -$16.7K | 0.36% | 44 |
|
|
2023
Q3 | $589K | Buy |
6,637
+372
| +6% | +$33K | 0.34% | 45 |
|
|
2023
Q2 | $584K | Buy |
6,265
+64
| +1% | +$5.97K | 0.32% | 55 |
|
|
2023
Q1 | $587K | Buy |
6,201
+1,451
| +31% | +$137K | 0.36% | 54 |
|
|
2022
Q4 | $441K | Buy |
+4,750
| New | +$441K | 0.31% | 55 |
|
|
2022
Q1 | – | Sell |
-2,036
| Closed | -$219K | – | 126 |
|
|
2021
Q4 | $219K | Sell |
2,036
-57
| -3% | -$6.13K | 0.1% | 97 |
|
|
2021
Q3 | $226K | Buy |
2,093
+9
| +0.4% | +$972 | 0.1% | 129 |
|
|
2021
Q2 | $226K | Buy |
2,084
+11
| +0.5% | +$1.19K | 0.1% | 119 |
|
|
2021
Q1 | $225K | Sell |
2,073
-175
| -8% | -$19K | 0.12% | 112 |
|
|
2020
Q4 | $248K | Buy |
+2,248
| New | +$248K | 0.15% | 105 |
|
|
2019
Q2 | – | Sell |
-17,305
| Closed | -$1.84M | – | 83 |
|
|
2019
Q1 | $1.84M | Buy |
+17,305
| New | +$1.84M | 1.64% | 19 |
|