Talisman Wealth 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
Q2 | $227K | Sell |
2,419
-116
| -5% | -$10.9K | 0.21% | 100 |
|
|
2025
Q1 | $238K | Sell |
2,535
-417
| -14% | -$39.1K | 0.24% | 91 |
|
|
2024
Q4 | $271K | Buy |
+2,952
| New | +$271K | 0.29% | 79 |
|
|
2023
Q2 | – | Sell |
-2,367
| Closed | -$224K | – | 85 |
|
|
2023
Q1 | $224K | Sell |
2,367
-54
| -2% | -$5.11K | 0.4% | 77 |
|
|
2022
Q4 | $225K | Buy |
+2,421
| New | +$225K | 0.48% | 65 |
|