Vantage Financial Partners (Wisconsin)’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 | $842K | Sell |
8,972
-988
| -10% | -$92.8K | 0.19% | 73 |
|
|
2025
Q1 | $934K | Sell |
9,960
-1,756
| -15% | -$165K | 0.23% | 61 |
|
|
2024
Q4 | $1.07M | Sell |
11,716
-3,083
| -21% | -$283K | 0.27% | 57 |
|
|
2024
Q3 | $1.42M | Sell |
14,799
-1,133
| -7% | -$109K | 0.35% | 41 |
|
|
2024
Q2 | $1.46M | Sell |
15,932
-3,672
| -19% | -$337K | 0.38% | 33 |
|
|
2024
Q1 | $1.81M | Buy |
19,604
+50
| +0.3% | +$4.62K | 0.49% | 30 |
|
|
2023
Q4 | $1.84M | Buy |
+19,554
| New | +$1.84M | 0.54% | 28 |
|