SIA
Spectrum Investment Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
122,642
-11,356
| -8% | -$1.07M | 6.68% | 7 |
|
|
2025
Q1 | $12.6M | Buy |
133,998
+4,341
| +3% | +$407K | 8.11% | 6 |
|
|
2024
Q4 | $11.9M | Buy |
129,657
+1,497
| +1% | +$137K | 7.93% | 6 |
|
|
2024
Q3 | $12.3M | Buy |
128,160
+2,368
| +2% | +$227K | 8.42% | 6 |
|
|
2024
Q2 | $11.5M | Buy |
125,792
+50,509
| +67% | +$4.64M | 8.45% | 6 |
|
|
2024
Q1 | $6.96M | Buy |
75,283
+1,512
| +2% | +$140K | 5.14% | 8 |
|
|
2023
Q4 | $6.94M | Buy |
+73,771
| New | +$6.94M | 5.5% | 7 |
|