4J Wealth Management’s iShares MBS ETF MBB Stock Holding History

4J 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
2022 Q2	–	Sell	-4,374	Closed	-$446K	–	78
2022 Q1	$446K	Sell	4,374 -167	-4%	-$17.4K	0.39%	42
2021 Q4	$488K	Sell	4,541 -172	-4%	-$18.5K	0.41%	43
2021 Q3	$510K	Sell	4,713 -679	-13%	-$73.6K	0.44%	43
2021 Q2	$584K	Sell	5,392 -14,495	-73%	-$1.57M	0.51%	41
2021 Q1	$2.16M	Buy	19,887 +1,433	+8%	+$157K	2.01%	13
2020 Q4	$2.03M	Buy	+18,454	New	+$2.03M	1.96%	15

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

4J Wealth Management's MBB Position: Q2 2022 in Review

4J Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2022, closing a stake of 4,374 shares — an estimated $446K sold.

4J Wealth Management first reported a position in MBB in Q4 2020 and held it in 6 quarters. The position peaked at $2.16M in Q1 2021. 696 funds tracked by Wall St. Rank hold MBB as of Q2 2022.

4J Wealth Management reported no remaining iShares MBS ETF position as of Q2 2022 after selling out during the quarter.
4J Wealth Management sold 4,374 iShares MBS ETF shares in Q2 2022, an estimated $446K.
4J Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and held it in 6 quarters.
4J Wealth Management's iShares MBS ETF position peaked at $2.16M in Q1 2021.
696 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2022.

Based on 4J Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.