Triad Wealth Partners’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 | $10.1M | Buy |
107,237
+22,907
| +27% | +$2.15M | 2.03% | 13 |
|
|
2025
Q1 | $7.91M | Sell |
84,330
-2,827
| -3% | -$265K | 2.46% | 9 |
|
|
2024
Q4 | $7.99M | Buy |
87,157
+37,105
| +74% | +$3.4M | 2.89% | 8 |
|
|
2024
Q3 | $4.8M | Buy |
50,052
+50,029
| +217,517% | +$4.79M | 2.55% | 13 |
|
|
2024
Q2 | $2.11K | Buy |
+23
| New | +$2.11K | ﹤0.01% | 751 |
|