Windward Private Wealth Management’s iShares MBS ETF MBB Stock Holding History

Windward Private Wealth Management’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	$310K	Sell
2025 Q1	$318K	Sell
2024 Q4	$311K	Sell
2024 Q3	$328K	Sell
2024 Q2	$322K	Buy
2024 Q1	$316K	Sell
2023 Q4	$327K	Buy