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Arkos Global Advisors’s iShares MBS ETF MBB Stock Holding History

Arkos Global 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
Q4 		– Sell
-5,013
Closed -$459K – 93
2022
Q3 		$459K Hold
5,013
– – 0.14% 43
2022
Q2 		$489K Hold
5,013
– – 0.14% 40
2022
Q1 		$511K Sell
5,013
-9
-0.2% -$939 0.13% 46
2021
Q4 		$540K Hold
5,022
– – 0.16% 41
2021
Q3 		$543K Sell
5,022
-80
-2% -$8.68K 0.18% 37
2021
Q2 		$552K Sell
5,102
-200
-4% -$21.7K 0.19% 38
2021
Q1 		$575K Sell
5,302
-569
-10% -$62.3K 0.22% 33
2020
Q4 		$647K Sell
5,871
-485
-8% -$53.4K 0.26% 28
2020
Q3 		$702K Sell
6,356
-778
-11% -$86K 0.32% 29
2020
Q2 		$790K Sell
7,134
-4,283
-38% -$474K 0.41% 30
2020
Q1 		$1.26M Buy
11,417
+634
+6% +$69K 0.83% 22
2019
Q4 		$1.17M Hold
10,783
– – 0.76% 24
2019
Q3 		$1.17M Hold
10,783
– – 0.83% 23
2019
Q2 		$1.16M Hold
10,783
– – 0.85% 23
2019
Q1 		$1.15M Hold
10,783
– – 0.86% 23
2018
Q4 		$1.13M Buy
+10,783
New +$1.11M 0.92% 23

Other funds holding MBB

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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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B 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 $74.1B AUM 21.09% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return