WealthPlan Investment Management’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	$2.29M	Buy	+24,342	New	+$2.29M	0.17%	117
2023 Q1	–	Sell	-13,912	Closed	-$1.32M	–	515
2022 Q4	$1.32M	Buy	13,912 +3,187	+30%	+$301K	0.09%	157
2022 Q3	$1.02M	Buy	+10,725	New	+$1.02M	0.07%	165
2022 Q1	$267K	Buy	+2,718	New	+$267K	0.02%	335