Sunesis Advisors’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
Q1 | $3.99M | Buy |
42,508
+4
| +0% | +$375 | 2.16% | 9 |
|
2024
Q4 | $3.9M | Buy |
42,504
+9,122
| +27% | +$836K | 2.37% | 8 |
|
2024
Q3 | $3.2M | Buy |
33,382
+690
| +2% | +$66.1K | 1.93% | 8 |
|
2024
Q2 | $3M | Buy |
32,692
+162
| +0.5% | +$14.9K | 1.78% | 11 |
|
2024
Q1 | $3.01M | Buy |
32,530
+4,839
| +17% | +$447K | 1.76% | 12 |
|
2023
Q4 | $2.61M | Buy |
+27,691
| New | +$2.61M | 1.59% | 14 |
|