Smith Salley 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 | $14.4M | Buy |
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|
2025
Q2 | $13.4M | Buy |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $6.16M | Buy |
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|
2024
Q3 | $4.05M | Buy |
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|
2024
Q2 | $3.72M | Buy |
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|
2024
Q1 | $3.71M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $4.72M | Buy |
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|
2021
Q4 | $4.31M | Buy |
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|
2021
Q3 | $3.75M | Buy |
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|
2021
Q2 | $2.71M | Buy |
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|
2021
Q1 | $722K | Buy |
|