Simplicity Wealth’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 | $7.75M | Buy |
82,498
+43,603
| +112% | +$4.09M | 0.32% | 72 |
|
|
2025
Q1 | $3.65M | Buy |
+38,895
| New | +$3.65M | 0.28% | 81 |
|
|
2024
Q4 | – | Sell |
-43,484
| Closed | -$4.17M | – | 451 |
|
|
2024
Q3 | $4.17M | Sell |
43,484
-3,371
| -7% | -$323K | 0.39% | 57 |
|
|
2024
Q2 | $4.3M | Buy |
46,855
+4,184
| +10% | +$384K | 0.1% | 206 |
|
|
2024
Q1 | $3.94M | Buy |
42,671
+9,431
| +28% | +$872K | 0.09% | 220 |
|
|
2023
Q4 | $3.13M | Buy |
33,240
+9,657
| +41% | +$909K | 1.21% | 19 |
|
|
2023
Q3 | $2.09M | Buy |
23,583
+7,048
| +43% | +$626K | 1.23% | 18 |
|
|
2023
Q2 | $1.54M | Buy |
16,535
+3,165
| +24% | +$295K | 0.96% | 23 |
|
|
2023
Q1 | $1.27M | Buy |
13,370
+9,408
| +237% | +$891K | 0.84% | 27 |
|
|
2022
Q4 | $368K | Buy |
+3,962
| New | +$368K | 0.32% | 43 |
|