ACK
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Andrew C. Karlinski’s iShares MBS ETF MBB Stock Holding History

Andrew C. Karlinski’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
Q4 		– Sell
-857
Closed -$78K – 146
2022
Q3 		$78K Buy
857
+399
+87% +$38.7K 0.12% 71
2022
Q2 		$45K Buy
458
+60
+15% +$5.88K 0.07% 87
2022
Q1 		$41K Hold
398
– – 0.07% 92
2021
Q4 		$43K Buy
+398
New +$42.8K 0.08% 87

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Andrew C. Karlinski's MBB Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares MBS ETF (MBB) in Q4 2022, closing a stake of 857 shares — an estimated $78K sold.

Andrew C. Karlinski first reported a position in MBB in Q4 2021 and held it in 4 quarters. The position peaked at $78K in Q3 2022. 750 funds tracked by Wall St. Rank hold MBB as of Q4 2022.

  • Andrew C. Karlinski reported no remaining iShares MBS ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 857 iShares MBS ETF shares in Q4 2022, an estimated $78K.
  • Andrew C. Karlinski first reported a position in iShares MBS ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's iShares MBS ETF position peaked at $78K in Q3 2022.
  • 750 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.