Van Hulzen Asset Management’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
Q3
$2.27M Sell
2025
Q2
$2.27M Buy
2025
Q1
$2.21M Sell
2024
Q4
$2.75M Buy
2024
Q3
$2.82M Buy
2024
Q2
$2.55M Buy
2024
Q1
$2.53M Buy
2023
Q4
$2.51M Sell
2023
Q3
$2.44M Buy
2023
Q2
$2.53M Sell
2023
Q1
$2.6M Buy
2022
Q4
$2.26M Buy
2022
Q2
Sell
2022
Q1
$203K Sell
2021
Q4
$271K Sell
2021
Q3
$416K Sell
2021
Q2
$446K Sell
2021
Q1
$727K Buy
2020
Q4
$493K Buy
2020
Q2
Sell
2020
Q1
$1.58M Buy
2019
Q4
$827K Buy