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Angeles Wealth Management’s iShares MBS ETF MBB Stock Holding History

Angeles Wealth 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
2023
Q4 		– Sell
-544
Closed -$48.3K – 266
2023
Q3 		$48.3K Hold
544
– – 0.01% 198
2023
Q2 		$50.7K Buy
+544
New +$51.2K 0.01% 201

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Angeles Wealth Management's MBB Position: Q4 2023 in Review

Angeles Wealth Management sold out of iShares MBS ETF (MBB) in Q4 2023, closing a stake of 544 shares — an estimated $48.3K sold.

Angeles Wealth Management first reported a position in MBB in Q2 2023 and held it in 2 quarters. The position peaked at $50.7K in Q2 2023. 857 funds tracked by Wall St. Rank hold MBB as of Q4 2023.

  • Angeles Wealth Management reported no remaining iShares MBS ETF position as of Q4 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 544 iShares MBS ETF shares in Q4 2023, an estimated $48.3K.
  • Angeles Wealth Management first reported a position in iShares MBS ETF in Q2 2023 and held it in 2 quarters.
  • Angeles Wealth Management's iShares MBS ETF position peaked at $50.7K in Q2 2023.
  • 857 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2023.

Based on Angeles Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.