Rothschild Investment LLC’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
$35.4K Sell
377
-62
-14% -$5.82K ﹤0.01% 872
2025
Q1
$41.1K Buy
439
+3
+0.7% +$281 ﹤0.01% 822
2024
Q4
$40K Buy
436
+71
+19% +$6.51K ﹤0.01% 832
2024
Q3
$35K Buy
365
+3
+0.8% +$288 ﹤0.01% 865
2024
Q2
$33.2K Sell
362
-45
-11% -$4.13K ﹤0.01% 857
2024
Q1
$37.6K Buy
407
+51
+14% +$4.72K ﹤0.01% 792
2023
Q4
$33.5K Buy
+356
New +$33.5K ﹤0.01% 743