Spectrum Planning & Advisory Services’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
$697K Sell
2025
Q2
$751K Sell
2025
Q1
$1.05M Sell
2024
Q4
$3.47M Buy
2024
Q3
$2.24M Sell
2024
Q2
$3.47M Buy
2023
Q4
$945K Buy
2023
Q3
$844K Sell
2023
Q2
$1.02M Buy
2023
Q1
$954K Sell
2022
Q4
$2.27M Buy
2022
Q3
$842K Sell
2022
Q2
$1.07M Sell
2022
Q1
$1.3M Sell
2021
Q4
$1.57M Sell
2021
Q3
$3.48M Buy
2021
Q2
$1.57M Sell
2021
Q1
$1.62M Sell
2020
Q4
$2.37M Buy