Valmark Advisers’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
Sell
2025
Q1
$269K Sell
2024
Q4
$287K Sell
2024
Q3
$315K Sell
2024
Q2
$405K Buy
2023
Q2
Sell
2023
Q1
$222K Buy
2022
Q4
$207K Buy
2021
Q1
Sell
2020
Q4
$378K Sell
2020
Q3
$468K Buy
2020
Q2
$208K Sell
2020
Q1
$589K Buy
2019
Q4
$430K Buy
2019
Q3
$285K Buy