WealthPLAN Partners’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.86M | Buy |
|
|||||
|
2025
Q2 | $1.61M | Buy |
|
|||||
|
2025
Q1 | $1.6M | Sell |
|
|||||
|
2024
Q4 | $1.72M | Buy |
|
|||||
|
2024
Q3 | $1.71M | Sell |
|
|||||
|
2024
Q2 | $1.65M | Buy |
|
|||||
|
2024
Q1 | $1.59M | Buy |
|
|||||
|
2023
Q4 | $1.54M | Buy |
|
|||||
|
2023
Q3 | $1.13M | Buy |
|
|||||
|
2023
Q2 | $1.17M | Sell |
|
|||||
|
2023
Q1 | $1.43M | Buy |
|
|||||
|
2022
Q4 | $1.31M | Buy |
|
|||||
|
2022
Q1 | $267K | Buy |
|
|||||
|
2021
Q4 | $286K | Sell |
|
|||||
|
2021
Q3 | $300K | Sell |
|
|||||
|
2021
Q2 | $383K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $296K | Buy |
|
|||||
|
2016
Q3 | $173K | Sell |
|
|||||
|
2016
Q2 | $64.5K | Buy |
|
|||||
|
2015
Q4 | $9.92K | Buy |
|