TW
TritonPoint Wealth’s iShares MBS ETF MBB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.6M | Sell |
27,741
-26
| -0.1% | -$2.44K | 0.24% | 100 |
|
2025
Q1 | $2.6M | Sell |
27,767
-8,323
| -23% | -$781K | 0.25% | 93 |
|
2024
Q4 | $3.31M | Sell |
36,090
-957
| -3% | -$87.7K | 0.3% | 85 |
|
2024
Q3 | $3.56M | Sell |
37,047
-3,257
| -8% | -$313K | 0.33% | 85 |
|
2024
Q2 | $3.7M | Buy |
40,304
+2,820
| +8% | +$259K | 0.36% | 75 |
|
2024
Q1 | $474K | Buy |
37,484
+31,983
| +581% | +$404K | 0.05% | 206 |
|
2023
Q4 | $518K | Buy |
+5,501
| New | +$518K | 0.05% | 211 |
|