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Altium Wealth Management’s iShares MBS ETF MBB Stock Holding History

Altium Wealth Management’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
Q2 		– Sell
-2,036
Closed -$207K – 386
2022
Q1 		$207K Sell
2,036
-151
-7% -$15.8K 0.01% 354
2021
Q4 		$235K Buy
2,187
+67
+3% +$7.21K 0.02% 346
2021
Q3 		$229K Buy
2,120
+108
+5% +$11.7K 0.02% 343
2021
Q2 		$218K Buy
2,012
+36
+2% +$3.9K 0.02% 352
2021
Q1 		$214K Sell
1,976
-315
-14% -$34.5K 0.02% 350
2020
Q4 		$252K Buy
2,291
+395
+21% +$43.5K 0.02% 308
2020
Q3 		$209K Buy
+1,896
New +$210K 0.02% 311

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
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Altium Wealth Management's MBB Position: Q2 2022 in Review

Altium Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2022, closing a stake of 2,036 shares — an estimated $207K sold.

Altium Wealth Management first reported a position in MBB in Q3 2020 and held it in 7 quarters. The position peaked at $252K in Q4 2020. 695 funds tracked by Wall St. Rank hold MBB as of Q2 2022.

  • Altium Wealth Management reported no remaining iShares MBS ETF position as of Q2 2022 after selling out during the quarter.
  • Altium Wealth Management sold 2,036 iShares MBS ETF shares in Q2 2022, an estimated $207K.
  • Altium Wealth Management first reported a position in iShares MBS ETF in Q3 2020 and held it in 7 quarters.
  • Altium Wealth Management's iShares MBS ETF position peaked at $252K in Q4 2020.
  • 695 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.