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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atwood & Palmer's MBB Position: Q1 2021 in Review

Atwood & Palmer sold out of iShares MBS ETF (MBB) in Q1 2021, closing a stake of 149 shares — an estimated $16K sold.

Atwood & Palmer first reported a position in MBB in Q2 2014 and held it in 12 quarters. The position peaked at $160K in Q3 2016. 692 funds tracked by Wall St. Rank hold MBB as of Q1 2021.

Atwood & Palmer reported no remaining iShares MBS ETF position as of Q1 2021 after selling out during the quarter.
Atwood & Palmer sold 149 iShares MBS ETF shares in Q1 2021, an estimated $16K.
Atwood & Palmer first reported a position in iShares MBS ETF in Q2 2014 and held it in 12 quarters.
Atwood & Palmer's iShares MBS ETF position peaked at $160K in Q3 2016.
692 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2021.

Based on Atwood & Palmer's 13F filing for Q1 2021, filed 26 Apr 2021.