RCS Financial Planning’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 | $999K | Buy |
10,640
+361
| +4% | +$33.9K | 0.5% | 36 |
|
|
2025
Q1 | $964K | Sell |
10,279
-2,351
| -19% | -$220K | 0.51% | 37 |
|
|
2024
Q4 | $1.16M | Sell |
12,630
-740
| -6% | -$67.8K | 0.62% | 33 |
|
|
2024
Q3 | $1.28M | Buy |
13,370
+295
| +2% | +$28.3K | 0.71% | 28 |
|
|
2024
Q2 | $1.2M | Buy |
13,075
+1,729
| +15% | +$159K | 0.71% | 28 |
|
|
2024
Q1 | $1.05M | Sell |
11,346
-6,890
| -38% | -$637K | 0.65% | 33 |
|
|
2023
Q4 | $1.72M | Buy |
18,236
+5,952
| +48% | +$560K | 1.12% | 22 |
|
|
2023
Q3 | $1.09M | Buy |
12,284
+310
| +3% | +$27.5K | 0.83% | 26 |
|
|
2023
Q2 | $1.12M | Buy |
11,974
+930
| +8% | +$86.7K | 0.92% | 26 |
|
|
2023
Q1 | $1.05M | Buy |
11,044
+2,115
| +24% | +$200K | 0.93% | 26 |
|
|
2022
Q4 | $828K | Buy |
+8,929
| New | +$828K | 0.8% | 27 |
|