United Advisor Group’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
$666K Buy
7,096
+4,940
+229% +$464K 0.12% 180
2025
Q1
$202K Sell
2,156
-1,633
-43% -$153K 0.04% 338
2024
Q4
$347K Sell
3,789
-3,526
-48% -$323K 0.07% 263
2024
Q3
$701K Buy
+7,315
New +$701K 0.16% 138