Twin Peaks Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
16,329
+513
| +3% | +$48K | 0.5% | 43 |
|
|
2025
Q1 | $1.46M | Sell |
15,816
-3,862
| -20% | -$358K | 0.67% | 39 |
|
|
2024
Q4 | $1.8M | Buy |
19,678
+2,522
| +15% | +$231K | 0.76% | 33 |
|
|
2024
Q3 | $1.64M | Buy |
17,156
+2,203
| +15% | +$211K | 0.76% | 35 |
|
|
2024
Q2 | $1.37M | Buy |
14,953
+1,795
| +14% | +$165K | 0.69% | 36 |
|
|
2024
Q1 | $1.22M | Buy |
13,158
+1,865
| +17% | +$172K | 0.68% | 35 |
|
|
2023
Q4 | $1.06M | Buy |
+11,293
| New | +$1.06M | 0.68% | 36 |
|