Spire Wealth Management’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 | $1.37M | Sell |
14,574
-1,073
| -7% | -$101K | 0.05% | 305 |
|
|
2025
Q1 | $1.47M | Sell |
15,647
-1,078
| -6% | -$101K | 0.05% | 321 |
|
|
2024
Q4 | $1.53M | Sell |
16,725
-354
| -2% | -$32.5K | 0.05% | 294 |
|
|
2024
Q3 | $1.64M | Buy |
17,079
+203
| +1% | +$19.5K | 0.06% | 272 |
|
|
2024
Q2 | $1.55M | Sell |
16,876
-42,357
| -72% | -$3.89M | 0.05% | 265 |
|
|
2024
Q1 | $5.47M | Buy |
59,233
+3,047
| +5% | +$282K | 0.1% | 149 |
|
|
2023
Q4 | $5.21M | Buy |
56,186
+5,046
| +10% | +$468K | 0.17% | 132 |
|
|
2023
Q3 | $4.54M | Buy |
51,140
+396
| +0.8% | +$35.2K | 0.17% | 119 |
|
|
2023
Q2 | $4.73M | Sell |
50,744
-750
| -1% | -$70K | 0.17% | 110 |
|
|
2023
Q1 | $4.88M | Buy |
51,494
+29,968
| +139% | +$2.84M | 0.19% | 112 |
|
|
2022
Q4 | $2M | Buy |
21,526
+11,702
| +119% | +$1.09M | 0.11% | 159 |
|
|
2022
Q3 | $900K | Sell |
9,824
-32,028
| -77% | -$2.93M | 0.05% | 226 |
|
|
2022
Q2 | $4.08M | Sell |
41,852
-7,306
| -15% | -$712K | 0.17% | 130 |
|
|
2022
Q1 | $5.01M | Buy |
49,158
+9,415
| +24% | +$959K | 0.13% | 154 |
|
|
2021
Q4 | $4.27M | Buy |
39,743
+37
| +0.1% | +$3.98K | 0.09% | 194 |
|
|
2021
Q3 | $4.29M | Buy |
39,706
+3,045
| +8% | +$329K | 0.11% | 172 |
|
|
2021
Q2 | $3.97M | Sell |
36,661
-17,961
| -33% | -$1.95M | 0.11% | 187 |
|
|
2021
Q1 | $4.85M | Buy |
+54,622
| New | +$4.85M | 0.13% | 163 |
|