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AGF Investments Inc’s iShares MBS ETF MBB Stock Holding History

AGF Investments Inc’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
Q1 		– Sell
-1,244
Closed -$134K – 603
2021
Q4 		$134K Sell
1,244
-426
-26% -$45.9K ﹤0.01% 660
2021
Q3 		$181K Buy
1,670
+46
+3% +$4.99K ﹤0.01% 589
2021
Q2 		$176K Sell
1,624
-166
-9% -$18K ﹤0.01% 642
2021
Q1 		$194K Buy
1,790
+357
+25% +$39.1K ﹤0.01% 601
2020
Q4 		$158K Buy
1,433
+569
+66% +$62.7K ﹤0.01% 667
2020
Q3 		$95K Buy
864
+172
+25% +$19K ﹤0.01% 690
2020
Q2 		$77K Sell
692
-273
-28% -$30.2K ﹤0.01% 686
2020
Q1 		$107K Buy
+965
New +$105K ﹤0.01% 665

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AGF Investments Inc's MBB Position: Q1 2022 in Review

AGF Investments Inc sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 1,244 shares — an estimated $134K sold.

AGF Investments Inc first reported a position in MBB in Q1 2020 and held it in 8 quarters. The position peaked at $194K in Q1 2021. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

  • AGF Investments Inc reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
  • AGF Investments Inc sold 1,244 iShares MBS ETF shares in Q1 2022, an estimated $134K.
  • AGF Investments Inc first reported a position in iShares MBS ETF in Q1 2020 and held it in 8 quarters.
  • AGF Investments Inc's iShares MBS ETF position peaked at $194K in Q1 2021.
  • 710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.