Shepherd Financial Partners’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
Q2 | $4.11M | Buy |
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|
2025
Q1 | $3.91M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $450K | Buy |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $793K | Sell |
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|
2020
Q4 | $954K | Sell |
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|
2020
Q3 | $1.44M | Sell |
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|
2020
Q2 | $1.63M | Sell |
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|
2020
Q1 | $7.87M | Sell |
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|
2019
Q4 | $11.1M | Buy |
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|
2019
Q3 | $354K | Sell |
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|
2019
Q2 | $354K | Buy |
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|
2019
Q1 | $344K | Buy |
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|
2018
Q4 | $304K | Sell |
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|
2018
Q3 | $338K | Hold |
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|
2018
Q2 | $337K | Sell |
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|
2018
Q1 | $495K | Buy |
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|
2017
Q4 | $491K | Sell |
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|
2017
Q3 | $854K | Buy |
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|
2017
Q2 | $578K | Buy |
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|
2017
Q1 | $435K | Buy |
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|
2016
Q4 | $391K | Buy |
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