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Atwood & Palmer’s iShares MBS ETF MBB Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-149
Closed -$16K – 444
2020
Q4 		$16K Buy
+149
New +$16.4K ﹤0.01% 289
2017
Q1 		– Sell
-1,452
Closed -$154K – 326
2016
Q4 		$154K Hold
1,452
– – 0.03% 123
2016
Q3 		$160K Hold
1,452
– – 0.03% 126
2016
Q2 		$160K Hold
1,452
– – 0.03% 127
2016
Q1 		$159K Hold
1,452
– – 0.03% 123
2015
Q4 		$156K Buy
1,452
+73
+5% +$7.95K 0.03% 141
2015
Q3 		$151K Hold
1,379
– – 0.03% 133
2015
Q2 		$150K Hold
1,379
– – 0.03% 140
2015
Q1 		$152K Hold
1,379
– – 0.03% 135
2014
Q4 		$151K Hold
1,379
– – 0.03% 144
2014
Q3 		$149K Hold
1,379
– – 0.03% 145
2014
Q2 		$149K Buy
+1,379
New +$148K 0.04% 132

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return