TrueWealth 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
Q3 | $208K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | $200K | Sell |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $526K | Sell |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $506K | Sell |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $549K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $204K | Buy |
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