True Link Financial Advisors’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
2026 Q1	$40.4K	Buy	+425	New	+$40.6K	﹤0.01%	233
2023 Q4	–	Sell	-16,598	Closed	-$1.47M	–	91
2023 Q3	$1.47M	Sell	16,598 -150	-0.9%	-$13.7K	0.18%	36
2023 Q2	$1.56M	Hold	16,748	–	–	0.19%	35
2023 Q1	$1.59M	Sell	16,748 -456	-3%	-$43.1K	0.2%	38
2022 Q4	$1.6M	Sell	17,204 -1,863	-10%	-$172K	0.22%	34
2022 Q3	$1.75M	Buy	19,067 +674	+4%	+$65.3K	0.25%	32
2022 Q2	$1.79M	Sell	18,393 -972	-5%	-$95.3K	0.27%	37
2022 Q1	$1.97M	Sell	19,365 -3,443	-15%	-$359K	0.29%	35
2021 Q4	$2.45M	Sell	22,808 -647	-3%	-$69.7K	0.33%	27
2021 Q3	$2.54M	Sell	23,455 -211	-0.9%	-$22.9K	0.35%	27
2021 Q2	$2.56M	Buy	23,666 +2,125	+10%	+$230K	0.38%	27
2021 Q1	$2.33M	Buy	21,541 +1,396	+7%	+$153K	0.34%	36
2020 Q4	$2.22M	Buy	+20,145	New	+$2.22M	0.35%	39