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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

American Financial Advisors's MBB Position: Q2 2024 in Review

American Financial Advisors sold out of iShares MBS ETF (MBB) in Q2 2024, closing a stake of 2,639 shares — an estimated $244K sold.

American Financial Advisors first reported a position in MBB in Q1 2019 and held it in 21 quarters. The position peaked at $6.11M in Q4 2019. 836 funds tracked by Wall St. Rank hold MBB as of Q2 2024.

  • American Financial Advisors reported no remaining iShares MBS ETF position as of Q2 2024 after selling out during the quarter.
  • American Financial Advisors sold 2,639 iShares MBS ETF shares in Q2 2024, an estimated $244K.
  • American Financial Advisors first reported a position in iShares MBS ETF in Q1 2019 and held it in 21 quarters.
  • American Financial Advisors's iShares MBS ETF position peaked at $6.11M in Q4 2019.
  • 836 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2024.

Based on American Financial Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.