Waverly Advisors’s iShares MBS ETF MBB Stock Holding History

Waverly Advisors’s Portfolio MBB Stock Details MBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.88M	Buy
2025 Q1	$241K	Sell
2024 Q4	$258K	Buy
2024 Q3	$206K	Buy
2024 Q2	–	Sell
2024 Q1	$205K	Buy
2016 Q4	–	Sell
2016 Q3	$297K	Buy