Richardson Financial Services’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 | $92.6K | Sell |
991
-725
| -42% | -$67.8K | 0.06% | 207 |
|
|
2025
Q1 | $161K | Sell |
1,716
-335
| -16% | -$31.4K | 0.12% | 159 |
|
|
2024
Q4 | $188K | Sell |
2,051
-450
| -18% | -$41.3K | 0.13% | 142 |
|
|
2024
Q3 | $230K | Buy |
2,501
+215
| +9% | +$19.8K | 0.15% | 133 |
|
|
2024
Q2 | $210K | Sell |
2,286
-251
| -10% | -$23K | 0.15% | 135 |
|
|
2024
Q1 | $234K | Buy |
2,537
+1,000
| +65% | +$92.4K | 0.17% | 132 |
|
|
2023
Q4 | $145K | Buy |
+1,537
| New | +$145K | 0.13% | 153 |
|