WA
Waverly Advisors’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
20,017
+17,451
| +680% | +$1.64M | 0.02% | 505 |
|
|
2025
Q1 | $241K | Sell |
2,566
-252
| -9% | -$23.6K | ﹤0.01% | 998 |
|
|
2024
Q4 | $258K | Buy |
2,818
+666
| +31% | +$61K | ﹤0.01% | 863 |
|
|
2024
Q3 | $206K | Buy |
+2,152
| New | +$206K | ﹤0.01% | 770 |
|
|
2024
Q2 | – | Sell |
-2,220
| Closed | -$205K | – | 820 |
|
|
2024
Q1 | $205K | Buy |
+2,220
| New | +$205K | ﹤0.01% | 651 |
|
|
2016
Q4 | – | Sell |
-2,700
| Closed | -$297K | – | 126 |
|
|
2016
Q3 | $297K | Buy |
+2,700
| New | +$297K | 0.12% | 70 |
|