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

Almanack 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
2022
Q4 		– Sell
-2,604
Closed -$240K – 762
2022
Q3 		$240K Buy
+2,604
New +$252K 0.05% 124

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Almanack Investment Partners's MBB Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares MBS ETF (MBB) in Q4 2022, closing a stake of 2,604 shares — an estimated $240K sold.

Almanack Investment Partners first reported a position in MBB in Q3 2022 and held it in 1 quarter. The position peaked at $240K in Q3 2022. 750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares MBS ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 2,604 iShares MBS ETF shares in Q4 2022, an estimated $240K.
  • Almanack Investment Partners first reported a position in iShares MBS ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's iShares MBS ETF position peaked at $240K in Q3 2022.
  • 750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.