APW
MBB icon

Acima Private Wealth’s iShares MBS ETF MBB Stock Holding History

Acima Private Wealth’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
2023
Q4 		– Sell
-39,541
Closed -$3.51M – 253
2023
Q3 		$3.51M Buy
39,541
+5,073
+15% +$464K 1.56% 18
2023
Q2 		$3.21M Buy
34,468
+276
+0.8% +$26K 1.54% 20
2023
Q1 		$3.24M Buy
+34,192
New +$3.23M 1.59% 21

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Acima Private Wealth's MBB Position: Q4 2023 in Review

Acima Private Wealth sold out of iShares MBS ETF (MBB) in Q4 2023, closing a stake of 39,541 shares — an estimated $3.51M sold.

Acima Private Wealth first reported a position in MBB in Q1 2023 and held it in 3 quarters. The position peaked at $3.51M in Q3 2023. 860 funds tracked by Wall St. Rank hold MBB as of Q4 2023.

  • Acima Private Wealth reported no remaining iShares MBS ETF position as of Q4 2023 after selling out during the quarter.
  • Acima Private Wealth sold 39,541 iShares MBS ETF shares in Q4 2023, an estimated $3.51M.
  • Acima Private Wealth first reported a position in iShares MBS ETF in Q1 2023 and held it in 3 quarters.
  • Acima Private Wealth's iShares MBS ETF position peaked at $3.51M in Q3 2023.
  • 860 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.