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. 760 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.
  • 760 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.