Resurgent Financial 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 | $1.01M | Sell |
10,750
-16
| -0.1% | -$1.5K | 0.55% | 52 |
|
|
2025
Q1 | $1.01M | Sell |
10,766
-1,223
| -10% | -$115K | 0.61% | 43 |
|
|
2024
Q4 | $1.1M | Buy |
11,989
+2,139
| +22% | +$196K | 0.65% | 37 |
|
|
2024
Q3 | $944K | Buy |
9,850
+2,282
| +30% | +$219K | 0.55% | 48 |
|
|
2024
Q2 | $695K | Buy |
7,568
+692
| +10% | +$63.5K | 0.43% | 69 |
|
|
2024
Q1 | $635K | Buy |
6,876
+188
| +3% | +$17.4K | 0.34% | 86 |
|
|
2023
Q4 | $629K | Buy |
6,688
+685
| +11% | +$64.4K | 0.39% | 68 |
|
|
2023
Q3 | $533K | Buy |
6,003
+2,003
| +50% | +$178K | 0.36% | 75 |
|
|
2023
Q2 | $373K | Buy |
4,000
+427
| +12% | +$39.8K | 0.25% | 93 |
|
|
2023
Q1 | $338K | Buy |
3,573
+721
| +25% | +$68.3K | 0.23% | 97 |
|
|
2022
Q4 | $265K | Buy |
+2,852
| New | +$265K | 0.14% | 157 |
|