Ahrens Investment Partners’s iShares MBS ETF MBB Stock Holding History

Ahrens Investment Partners’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 Q1	$11.1K	Buy	+117	New	+$11K	0.01%	599

Other funds holding MBB

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CSIA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ahrens Investment Partners's MBB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares MBS ETF (MBB) in Q1 2023: 117 shares worth $11.1K. The stake represents 0.01% of the portfolio and ranks #599 among its holdings.

742 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

Ahrens Investment Partners held 117 shares of iShares MBS ETF worth $11.1K as of Q1 2023.
iShares MBS ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares MBS ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #599 holding.
742 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.