SOA Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.8K | Buy |
+893
| New | +$83.8K | 0.02% | 296 |
|
|
2023
Q4 | – | Sell |
-103
| Closed | -$9.15K | – | 932 |
|
|
2023
Q3 | $9.15K | Buy |
103
+54
| +110% | +$4.8K | ﹤0.01% | 537 |
|
|
2023
Q2 | $4.57K | Hold |
49
| – | – | ﹤0.01% | 631 |
|
|
2023
Q1 | $4.64K | Hold |
49
| – | – | ﹤0.01% | 630 |
|
|
2022
Q4 | $4.55K | Hold |
49
| – | – | ﹤0.01% | 636 |
|
|
2022
Q3 | $4K | Hold |
49
| – | – | ﹤0.01% | 629 |
|
|
2022
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 616 |
|
|
2022
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 719 |
|
|
2021
Q4 | $5K | Hold |
49
| – | – | ﹤0.01% | 664 |
|
|
2021
Q3 | $5K | Hold |
49
| – | – | ﹤0.01% | 687 |
|
|
2021
Q2 | $5K | Hold |
49
| – | – | ﹤0.01% | 672 |
|
|
2021
Q1 | $5K | Sell |
49
-29
| -37% | -$2.96K | ﹤0.01% | 625 |
|
|
2020
Q4 | $8K | Buy |
+78
| New | +$8K | ﹤0.01% | 552 |
|