Rockbridge Investment Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $490K | Sell |
|
|||||
|
2023
Q3 | $536K | Buy |
|
|||||
|
2023
Q2 | $552K | Hold |
|
|||||
|
2023
Q1 | $561K | Sell |
|
|||||
|
2022
Q4 | $568K | Sell |
|
|||||
|
2022
Q3 | $572K | Sell |
|
|||||
|
2022
Q2 | $1.49M | Buy |
|
|||||
|
2022
Q1 | $1.47M | Buy |
|
|||||
|
2021
Q4 | $409K | Buy |
|
|||||
|
2021
Q3 | $90K | Buy |
|
|||||
|
2021
Q2 | $5K | Hold |
|
|||||
|
2021
Q1 | $5K | Hold |
|
|||||
|
2020
Q4 | $5K | Hold |
|
|||||
|
2020
Q3 | $5K | Hold |
|
|||||
|
2020
Q2 | $5K | Buy |
|