Sheets Smith Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.85M | Sell |
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|
2025
Q2 | $1.88M | Hold |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.85M | Sell |
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|
2024
Q3 | $3.01M | Sell |
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|
2024
Q2 | $2.93M | Sell |
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|
2024
Q1 | $3.21M | Sell |
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|
2023
Q4 | $3.43M | Sell |
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|
2023
Q3 | $3.24M | Buy |
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|
2023
Q2 | $2.54M | Sell |
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|
2023
Q1 | $2.63M | Buy |
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|
2022
Q4 | $2.38M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $258K | Sell |
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|
2020
Q1 | $261K | Buy |
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|
2019
Q4 | $228K | Buy |
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