Watershed Private Wealth’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 | $888K | Buy |
9,458
+137
| +1% | +$12.9K | 0.32% | 48 |
|
|
2025
Q1 | $874K | Sell |
9,321
-16,869
| -64% | -$1.58M | 0.35% | 48 |
|
|
2024
Q4 | $2.4M | Buy |
26,190
+2,128
| +9% | +$195K | 0.94% | 23 |
|
|
2024
Q3 | $2.31M | Buy |
24,062
+1,277
| +6% | +$122K | 0.92% | 24 |
|
|
2024
Q2 | $2.09M | Buy |
22,785
+1,571
| +7% | +$144K | 0.89% | 24 |
|
|
2024
Q1 | $1.96M | Buy |
+21,214
| New | +$1.96M | 0.87% | 28 |
|