United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Sell |
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|
2025
Q1 | $124M | Sell |
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|
2024
Q4 | $136M | Sell |
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|
2024
Q3 | $143M | Sell |
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|
2024
Q2 | $138M | Sell |
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|
2024
Q1 | $141M | Sell |
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|
2023
Q4 | $146M | Buy |
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|
2023
Q3 | $113M | Sell |
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|
2023
Q2 | $184M | Sell |
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|
2023
Q1 | $192M | Sell |
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|
2022
Q4 | $189M | Sell |
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|
2022
Q3 | $200M | Sell |
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|
2022
Q2 | $220M | Sell |
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|
2022
Q1 | $245M | Sell |
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|
2021
Q4 | $269M | Buy |
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|
2021
Q3 | $266M | Buy |
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|
2021
Q2 | $266M | Buy |
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|
2021
Q1 | $257M | Buy |
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|
2020
Q4 | $253M | Buy |
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|
2020
Q3 | $233M | Buy |
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|
2020
Q2 | $229M | Buy |
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|
2020
Q1 | $225M | Sell |
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|
2019
Q4 | $227M | Buy |
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|
2019
Q3 | $218M | Sell |
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|
2019
Q2 | $232M | Buy |
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|
2019
Q1 | $226M | Buy |
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|
2018
Q4 | $216M | Sell |
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|
2018
Q3 | $245M | Buy |
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|
2018
Q2 | $202M | Buy |
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|
2018
Q1 | $195M | Buy |
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|
2017
Q4 | $185M | Buy |
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|
2017
Q3 | $178M | Buy |
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|
2017
Q2 | $169M | Buy |
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|
2017
Q1 | $157M | Buy |
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|
2016
Q4 | $147M | Buy |
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|
2016
Q3 | $131M | Buy |
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|
2016
Q2 | $10.2M | Sell |
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|
2016
Q1 | $11M | Sell |
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|
2015
Q4 | $12.5M | Sell |
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|
2015
Q3 | $14.8M | Sell |
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|
2015
Q2 | $40.1M | Buy |
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|
2015
Q1 | $30.2M | Sell |
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|
2014
Q4 | $38.7M | Buy |
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|
2014
Q3 | $35.7M | Buy |
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|
2014
Q2 | $27.3M | Buy |
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|
2014
Q1 | $20.9M | Buy |
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|
2013
Q4 | $20.4M | Sell |
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|
2013
Q3 | $26.9M | Sell |
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|
2013
Q2 | $45.7M | Buy |
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