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

Atticus 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
2024
Q1 		– Sell
-80
Closed -$7.57K – 566
2023
Q4 		$7.57K Hold
80
– – ﹤0.01% 426
2023
Q3 		$7.06K Buy
80
+1
+1% +$91 ﹤0.01% 437
2023
Q2 		$7.35K Buy
79
+1
+1% +$94 ﹤0.01% 422
2023
Q1 		$7.41K Sell
78
-107
-58% -$10.1K ﹤0.01% 407
2022
Q4 		$17.1K Sell
185
-970
-84% -$89.5K 0.01% 343
2022
Q3 		$113K Hold
1,155
– – 0.05% 158
2022
Q2 		$113K Buy
1,155
+221
+24% +$21.7K 0.05% 175
2022
Q1 		$95K Buy
934
+302
+48% +$31.5K 0.03% 201
2021
Q4 		$68K Sell
632
-23
-4% -$2.48K 0.03% 197
2021
Q3 		$71K Sell
655
-69,296
-99% -$7.52M 0.03% 199
2021
Q2 		$7.57M Buy
69,951
+4,853
+7% +$526K 3.3% 6
2021
Q1 		$7.06M Buy
65,098
+50,626
+350% +$5.54M 3.36% 4
2020
Q4 		$1.59M Buy
14,472
+2,017
+16% +$222K 0.8% 32
2020
Q3 		$1.38M Buy
12,455
+2,206
+22% +$244K 0.82% 29
2020
Q2 		$1.14M Buy
+10,249
New +$1.13M 0.75% 33

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atticus Wealth Management's MBB Position: Q1 2024 in Review

Atticus Wealth Management sold out of iShares MBS ETF (MBB) in Q1 2024, closing a stake of 80 shares — an estimated $7.57K sold.

Atticus Wealth Management first reported a position in MBB in Q2 2020 and held it in 15 quarters. The position peaked at $7.57M in Q2 2021. 839 funds tracked by Wall St. Rank hold MBB as of Q1 2024.

  • Atticus Wealth Management reported no remaining iShares MBS ETF position as of Q1 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 80 iShares MBS ETF shares in Q1 2024, an estimated $7.57K.
  • Atticus Wealth Management first reported a position in iShares MBS ETF in Q2 2020 and held it in 15 quarters.
  • Atticus Wealth Management's iShares MBS ETF position peaked at $7.57M in Q2 2021.
  • 839 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.