Regimen Wealth’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 | $1.35M | Sell |
14,351
-2,654
| -16% | -$249K | 0.42% | 30 |
|
|
2025
Q1 | $1.59M | Buy |
17,005
+1
| +0% | +$94 | 0.51% | 26 |
|
|
2024
Q4 | $1.55M | Buy |
17,004
+517
| +3% | +$47.3K | 0.51% | 26 |
|
|
2024
Q3 | $1.58M | Buy |
16,487
+257
| +2% | +$24.6K | 0.51% | 24 |
|
|
2024
Q2 | $1.49M | Buy |
16,230
+2,292
| +16% | +$210K | 0.51% | 24 |
|
|
2024
Q1 | $1.29M | Sell |
13,938
-217
| -2% | -$20.1K | 0.45% | 24 |
|
|
2023
Q4 | $1.31M | Buy |
14,155
+485
| +4% | +$45K | 0.5% | 23 |
|
|
2023
Q3 | $1.21M | Sell |
13,670
-4,469
| -25% | -$397K | 0.5% | 23 |
|
|
2023
Q2 | $1.69M | Sell |
18,139
-1,449
| -7% | -$135K | 0.7% | 22 |
|
|
2023
Q1 | $1.64M | Buy |
19,588
+5,528
| +39% | +$462K | 0.71% | 23 |
|
|
2022
Q4 | $1.3M | Buy |
+14,060
| New | +$1.3M | 0.87% | 18 |
|