WealthShield 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 | $3.95M | Buy |
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|
2025
Q2 | $3.8M | Buy |
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|
2025
Q1 | $3.71M | Sell |
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|
2024
Q4 | $3.89M | Buy |
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|
2024
Q3 | $3.78M | Buy |
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|
2024
Q2 | $3.59M | Buy |
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|
2024
Q1 | $3.52M | Buy |
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|
2023
Q4 | $3.4M | Sell |
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|
2023
Q3 | $3.49M | Sell |
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|
2023
Q2 | $4.03M | Buy |
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|
2023
Q1 | $3.98M | Buy |
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $5.42M | Buy |
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|
2021
Q1 | $4.19M | Sell |
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|
2020
Q4 | $5.61M | Buy |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $111K | Sell |
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|
2020
Q1 | $710K | Sell |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $874K | Buy |
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|
2019
Q2 | $314K | Buy |
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|
2019
Q1 | $52K | Buy |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Sell |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $21K | Buy |
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