Silverlake Wealth Management’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 | $1.44M | Sell |
15,288
-424
| -3% | -$39.8K | 0.42% | 74 |
|
2025
Q1 | $1.47M | Sell |
15,712
-522
| -3% | -$49K | 0.56% | 55 |
|
2024
Q4 | $1.49M | Buy |
16,234
+2,802
| +21% | +$257K | 0.57% | 51 |
|
2024
Q3 | $1.29M | Buy |
13,432
+6,954
| +107% | +$666K | 0.49% | 58 |
|
2024
Q2 | $595K | Buy |
6,478
+1,589
| +33% | +$146K | 0.24% | 98 |
|
2024
Q1 | $452K | Buy |
4,889
+439
| +10% | +$40.6K | 0.23% | 110 |
|
2023
Q4 | $419K | Sell |
4,450
-1,331
| -23% | -$125K | 0.23% | 113 |
|
2023
Q3 | $513K | Buy |
5,781
+424
| +8% | +$37.7K | 0.29% | 90 |
|
2023
Q2 | $500K | Buy |
5,357
+617
| +13% | +$57.5K | 0.28% | 86 |
|
2023
Q1 | $449K | Buy |
4,740
+2,373
| +100% | +$225K | 0.27% | 91 |
|
2022
Q4 | $220K | Buy |
+2,367
| New | +$220K | 0.14% | 180 |
|