American Portfolios Advisors’s iShares MBS ETF MBB Stock Holding History

American Portfolios 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
2022 Q3	$422K	Buy	4,603 +399	+9%	+$38.7K	0.02%	714
2022 Q2	$410K	Sell	4,204 -720	-15%	-$70.6K	0.02%	740
2022 Q1	$502K	Sell	4,924 -332	-6%	-$34.6K	0.02%	729
2021 Q4	$565K	Buy	5,256 +2,777	+112%	+$299K	0.02%	692
2021 Q3	$268K	Buy	2,479 +133	+6%	+$14.4K	0.01%	990
2021 Q2	$254K	Sell	2,346 -934	-28%	-$101K	0.01%	1004
2021 Q1	$356K	Buy	3,280 +632	+24%	+$69.2K	0.02%	800
2020 Q4	$292K	Buy	2,648 +1,339	+102%	+$147K	0.01%	750
2020 Q3	$145K	Sell	1,309 -4,619	-78%	-$511K	0.01%	932
2020 Q2	$656K	Buy	5,928 +4,779	+416%	+$529K	0.04%	369
2020 Q1	$127K	Buy	1,149 +129	+13%	+$14K	0.01%	808
2019 Q4	$110K	Sell	1,020 -2,015	-66%	-$218K	0.01%	995
2019 Q3	$329K	Buy	3,035 +1,832	+152%	+$198K	0.03%	541
2019 Q2	$129K	Sell	1,203 -9,631	-89%	-$1.02M	0.01%	880
2019 Q1	$1.15M	Buy	10,834 +10,664	+6,273%	+$1.12M	0.11%	193
2018 Q4	$17.8K	Hold	170	–	–	﹤0.01%	1418
2018 Q3	$17.6K	Buy	170 +61	+56%	+$6.33K	﹤0.01%	1535
2018 Q2	$11.4K	Sell	109 -421	-79%	-$43.7K	﹤0.01%	1679
2018 Q1	$55.5K	Buy	530 +479	+939%	+$50.2K	0.01%	973
2017 Q4	$5.44K	Buy	+51	New	+$5.44K	﹤0.01%	1801

Other funds holding MBB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

American Portfolios Advisors's MBB Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares MBS ETF (MBB) stake by 9.5% in Q3 2022, buying an estimated $38.7K and bringing the position to 4,603 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #714.

American Portfolios Advisors first reported a position in MBB in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.15M in Q1 2019. 680 funds tracked by Wall St. Rank hold MBB as of Q3 2022.

American Portfolios Advisors held 4,603 shares of iShares MBS ETF worth $422K as of Q3 2022.
American Portfolios Advisors bought 399 iShares MBS ETF shares in Q3 2022, an estimated $38.7K.
iShares MBS ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #714 holding.
American Portfolios Advisors first reported a position in iShares MBS ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares MBS ETF position peaked at $1.15M in Q1 2019.
680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.