Vise Technologies’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 | $15M | Buy |
+159,980
| New | +$15M | 0.62% | 27 |
|
2024
Q4 | $11.6M | Buy |
126,919
+4,699
| +4% | +$431K | 0.97% | 17 |
|
2024
Q3 | $11.7M | Sell |
122,220
-905
| -0.7% | -$86.7K | 1.49% | 12 |
|
2024
Q2 | $11.3M | Buy |
123,125
+17,405
| +16% | +$1.6M | 1.98% | 9 |
|
2024
Q1 | $9.77M | Buy |
105,720
+9,366
| +10% | +$866K | 1.92% | 8 |
|
2023
Q4 | $9.06M | Buy |
96,354
+676
| +0.7% | +$63.6K | 1.95% | 6 |
|
2023
Q3 | $8.5M | Sell |
95,678
-4,852
| -5% | -$431K | 2.09% | 6 |
|
2023
Q2 | $9.38M | Buy |
100,530
+8,707
| +9% | +$812K | 2.27% | 5 |
|
2023
Q1 | $8.7M | Buy |
91,823
+21,398
| +30% | +$2.03M | 2.29% | 7 |
|
2022
Q4 | $6.53M | Buy |
70,425
+13,863
| +25% | +$1.29M | 2.04% | 9 |
|
2022
Q3 | $5.18M | Buy |
56,562
+7,309
| +15% | +$669K | 1.95% | 10 |
|
2022
Q2 | $4.8M | Buy |
49,253
+18,967
| +63% | +$1.85M | 1.86% | 10 |
|
2022
Q1 | $3.09M | Buy |
+30,286
| New | +$3.09M | 1.16% | 24 |
|