Vertex Planning Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $8.57M | Buy |
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|
2025
Q2 | $8.03M | Buy |
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|
2025
Q1 | $7.81M | Buy |
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|
2024
Q4 | $7.32M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $888K | Sell |
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|
2024
Q1 | $900K | Buy |
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|
2023
Q4 | $774K | Buy |
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|
2023
Q3 | $635K | Sell |
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|
2023
Q2 | $798K | Buy |
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|
2023
Q1 | $732K | Buy |
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|
2022
Q4 | $547K | Buy |
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