Trinity Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $660K | Buy |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $628K | Sell |
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|
2024
Q4 | $735K | Sell |
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|
2024
Q3 | $773K | Buy |
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|
2024
Q2 | $571K | Buy |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $491K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $335K | Sell |
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|
2021
Q3 | $377K | Buy |
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