Summit Wealth Group’s iShares MBS ETF MBB Stock Holding History

Summit Wealth Group’s Portfolio MBB Stock Details MBB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.01M	Sell
2025 Q2	$994K	Sell
2025 Q1	$1M	Hold
2024 Q4	$980K	Buy
2024 Q3	$784K	Buy
2024 Q2	$707K	Buy
2023 Q3	–	Sell
2023 Q2	$781K	Sell
2023 Q1	$2K	Buy