TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $908K | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $2.01M | Sell |
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|
2023
Q1 | $2.89M | Sell |
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|
2022
Q4 | $3.57M | Buy |
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|
2022
Q3 | $2.34M | Sell |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | $2.66M | Sell |
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|
2021
Q4 | $3.34M | Buy |
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|
2021
Q3 | $3.04M | Buy |
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|
2021
Q2 | $2.89M | Buy |
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|
2021
Q1 | $2.7M | Sell |
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|
2020
Q4 | $2.88M | Buy |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $2.28M | Sell |
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|
2020
Q1 | $3.29M | Buy |
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|
2019
Q4 | $2.24M | Buy |
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|
2019
Q3 | $2.22M | Buy |
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|
2019
Q2 | $2.05M | Sell |
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|
2019
Q1 | $2.75M | Sell |
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|
2018
Q4 | $2.71M | Sell |
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|
2018
Q3 | $2.68M | Buy |
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|
2018
Q2 | $2.23M | Buy |
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