SWM

Stockman Wealth Management’s iShares MBS ETF MBB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$39.8M	Buy	423,876 +125,803	+42%	+$11.8M	5.41%	1
2025 Q1	$28M	Buy	+298,073	New	+$28M	4.14%	4
2024 Q4	–	Sell	-27,665	Closed	-$2.65M	–	176
2024 Q3	$2.65M	Buy	+27,665	New	+$2.65M	0.41%	50