Summit Wealth Group’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 | $994K | Sell |
10,592
-96
| -0.9% | -$9.01K | 0.26% | 48 |
|
|
2025
Q1 | $1M | Hold |
10,688
| – | – | 0.29% | 44 |
|
|
2024
Q4 | $980K | Buy |
10,688
+2,500
| +31% | +$229K | 0.28% | 44 |
|
|
2024
Q3 | $784K | Buy |
8,188
+483
| +6% | +$46.2K | 0.23% | 47 |
|
|
2024
Q2 | $707K | Buy |
+7,705
| New | +$707K | 0.21% | 46 |
|
|
2023
Q3 | – | Sell |
-8,371
| Closed | -$781K | – | 56 |
|
|
2023
Q2 | $781K | Sell |
8,371
-181,752
| -96% | -$17M | 0.32% | 40 |
|
|
2023
Q1 | $2K | Buy |
+190,123
| New | +$2K | 0.05% | 95 |
|