WMG Financial Advisors’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 | $323K | Sell |
3,436
-12
| -0.3% | -$1.13K | 0.12% | 119 |
|
|
2025
Q1 | $323K | Sell |
3,448
-244
| -7% | -$22.9K | 0.14% | 105 |
|
|
2024
Q4 | $338K | Buy |
3,692
+152
| +4% | +$13.9K | 0.15% | 100 |
|
|
2024
Q3 | $339K | Buy |
3,540
+319
| +10% | +$30.6K | 0.15% | 95 |
|
|
2024
Q2 | $296K | Buy |
+3,221
| New | +$296K | 0.16% | 96 |
|