Acorn Financial Advisory Services’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
2023
Q3
– Sell
-2,223
Closed -$207K – 250
2023
Q2
$207K Buy
2,223
+46
+2% +$4.33K 0.04% 235
2023
Q1
$206K Buy
+2,177
New +$206K 0.04% 218

Other funds holding MBB

Acorn Financial Advisory Services's MBB Position: Q3 2023 in Review

Acorn Financial Advisory Services sold out of iShares MBS ETF (MBB) in Q3 2023, closing a stake of 2,223 shares — an estimated $207K sold.

Acorn Financial Advisory Services first reported a position in MBB in Q1 2023 and held it in 2 quarters. The position peaked at $207K in Q2 2023. 761 funds tracked by Wall St. Rank hold MBB as of Q3 2023.

  • Acorn Financial Advisory Services reported no remaining iShares MBS ETF position as of Q3 2023 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 2,223 iShares MBS ETF shares in Q3 2023, an estimated $207K.
  • Acorn Financial Advisory Services first reported a position in iShares MBS ETF in Q1 2023 and held it in 2 quarters.
  • Acorn Financial Advisory Services's iShares MBS ETF position peaked at $207K in Q2 2023.
  • 761 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2023, filed 10 Oct 2023.