Western Financial Corp’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
$410K Sell
2025
Q2
$412K Sell
2025
Q1
$414K Sell
2024
Q4
$494K Sell
2024
Q3
$660K Buy
2024
Q2
$632K Sell
2024
Q1
$656K Sell
2023
Q4
$786K Sell
2023
Q3
$747K Sell
2023
Q2
$966K Sell
2023
Q1
$1.02M Sell
2022
Q4
$1.02M Sell
2022
Q3
$1.25M Sell
2022
Q2
$1.51M Sell
2022
Q1
$1.75M Sell
2021
Q4
$5M Sell
2021
Q3
$5.07M Buy
2021
Q2
$4.25M Buy
2021
Q1
$3.86M Buy
2020
Q4
$3.78M Buy