Valley Wealth Managers’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 | $6.1K | Hold |
65
| – | – | ﹤0.01% | 259 |
|
|
2025
Q1 | $6.1K | Hold |
65
| – | – | ﹤0.01% | 291 |
|
|
2024
Q4 | $5.96K | Hold |
65
| – | – | ﹤0.01% | 309 |
|
|
2024
Q3 | $6.23K | Sell |
65
-87
| -57% | -$8.34K | ﹤0.01% | 311 |
|
|
2024
Q2 | $14K | Hold |
152
| – | – | ﹤0.01% | 279 |
|
|
2024
Q1 | $14K | Buy |
152
+87
| +134% | +$8.04K | ﹤0.01% | 253 |
|
|
2023
Q4 | $6.12K | Sell |
65
-20,860
| -100% | -$1.96M | ﹤0.01% | 281 |
|
|
2023
Q3 | $1.86M | Buy |
+20,925
| New | +$1.86M | 0.15% | 114 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 360 |
|