Anchor Investment Management’s iShares MBS ETF MBB Stock Holding History

Anchor Investment 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
2021 Q4	–	Sell	-200	Closed	-$21.6K	–	1034
2021 Q3	$21.6K	Hold	200	–	–	﹤0.01%	636
2021 Q2	$21.6K	Sell	200 -240	-55%	-$26K	﹤0.01%	646
2021 Q1	$47.7K	Hold	440	–	–	0.01%	518
2020 Q4	$48.5K	Hold	440	–	–	0.01%	468
2020 Q3	$48.6K	Hold	440	–	–	0.01%	442
2020 Q2	$48.7K	Hold	440	–	–	0.01%	437
2020 Q1	$48.6K	Hold	440	–	–	0.01%	423
2019 Q4	$47.5K	Hold	440	–	–	0.01%	470
2019 Q3	$47.7K	Hold	440	–	–	0.01%	460
2019 Q2	$47.3K	Hold	440	–	–	0.01%	456
2019 Q1	$46.8K	Hold	440	–	–	0.01%	450
2018 Q4	$46K	Hold	440	–	–	0.01%	445
2018 Q3	$45.5K	Hold	440	–	–	0.01%	487
2018 Q2	$45.8K	Sell	440 -40	-8%	-$4.15K	0.01%	492
2018 Q1	$50.2K	Hold	480	–	–	0.01%	474
2017 Q4	$51.2K	Hold	480	–	–	0.01%	457
2017 Q3	$51.4K	Hold	480	–	–	0.02%	442
2017 Q2	$51.2K	Hold	480	–	–	0.02%	399
2017 Q1	$51.1K	Hold	480	–	–	0.02%	394
2016 Q4	$51K	Hold	480	–	–	0.02%	380
2016 Q3	$52.8K	Hold	480	–	–	0.02%	354
2016 Q2	$52.8K	Hold	480	–	–	0.02%	348
2016 Q1	$52.5K	Buy	+480	New	+$52.3K	0.02%	339

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 $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Anchor Investment Management's MBB Position: Q4 2021 in Review

Anchor Investment Management sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 200 shares — an estimated $21.6K sold.

Anchor Investment Management first reported a position in MBB in Q1 2016 and held it in 23 quarters. The position peaked at $52.8K in Q3 2016. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

Anchor Investment Management reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
Anchor Investment Management sold 200 iShares MBS ETF shares in Q4 2021, an estimated $21.6K.
Anchor Investment Management first reported a position in iShares MBS ETF in Q1 2016 and held it in 23 quarters.
Anchor Investment Management's iShares MBS ETF position peaked at $52.8K in Q3 2016.
722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on Anchor Investment Management's 13F filing for Q4 2021, filed 2 Jan 2024.