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AFA
American Financial Advisors’s
iShares MBS ETF
MBB
Stock Holding History
American Financial Advisors’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
2024
Q2
–
Sell
-2,639
Closed
-$244K
–
151
2024
Q1
$244K
Sell
2,639
-63
-2%
-$5.83K
0.03%
128
2023
Q4
$254K
Buy
2,702
+21
+0.8%
+$1.88K
0.04%
122
2023
Q3
$238K
Sell
2,681
-859
-24%
-$78.5K
0.04%
119
2023
Q2
$330K
Sell
3,540
-2,272
-39%
-$214K
0.05%
96
2023
Q1
$551K
Sell
5,812
-523
-8%
-$49.4K
0.09%
81
2022
Q4
$588K
Buy
6,335
+34
+0.5%
+$3.14K
0.1%
71
2022
Q3
$577K
Buy
6,301
+19
+0.3%
+$1.84K
0.1%
68
2022
Q2
$612K
Sell
6,282
-597
-9%
-$58.6K
0.16%
43
2022
Q1
$701K
Sell
6,879
-20
-0.3%
-$2.09K
0.1%
71
2021
Q4
$741K
Sell
6,899
-1,331
-16%
-$143K
0.09%
68
2021
Q3
$890K
Buy
8,230
+61
+0.7%
+$6.62K
0.12%
64
2021
Q2
$884K
Sell
8,169
-1,686
-17%
-$183K
0.12%
65
2021
Q1
$1.07M
Sell
9,855
-3,336
-25%
-$365K
0.16%
57
2020
Q4
$1.45M
Sell
13,191
-2,448
-16%
-$270K
0.21%
49
2020
Q3
$1.73M
Buy
15,639
+655
+4%
+$72.4K
0.28%
45
2020
Q2
$1.66M
Buy
14,984
+1,186
+9%
+$131K
0.27%
45
2020
Q1
$1.52M
Sell
13,798
-42,614
-76%
-$4.64M
0.27%
47
2019
Q4
$6.11M
Buy
56,412
+7,315
+15%
+$790K
1.07%
31
2019
Q3
$5.32M
Buy
49,097
+4,006
+9%
+$432K
1.01%
29
2019
Q2
$4.85M
Buy
45,091
+5,139
+13%
+$547K
0.95%
29
2019
Q1
$4.25M
Buy
+39,952
New
+$4.2M
0.87%
29
Other funds holding MBB
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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