Avantax Planning Partners’s iShares MBS ETF MBB Stock Holding History

Avantax Planning Partners’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 Q1	–	Sell	-1,994	Closed	-$214K	–	372
2021 Q4	$214K	Buy	+1,994	New	+$215K	0.01%	326
2021 Q3	–	Sell	-1,868	Closed	-$202K	–	345
2021 Q2	$202K	Buy	+1,868	New	+$203K	0.01%	310
2021 Q1	–	Sell	-1,869	Closed	-$206K	–	324
2020 Q4	$206K	Buy	+1,869	New	+$206K	0.01%	276
2020 Q2	–	Sell	-1,856	Closed	-$205K	–	288
2020 Q1	$205K	Hold	1,856	–	–	0.01%	252
2019 Q4	$201K	Sell	1,856 -303	-14%	-$32.7K	0.01%	296
2019 Q3	$234K	Buy	+2,159	New	+$233K	0.01%	272
2018 Q4	–	Sell	-1,123	Closed	-$116K	–	828
2018 Q3	$116K	Buy	+1,123	New	+$117K	0.01%	319
2018 Q2	–	Sell	-1,206	Closed	-$126K	–	952
2018 Q1	$126K	Buy	+1,206	New	+$126K	0.01%	368

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avantax Planning Partners's MBB Position: Q1 2022 in Review

Avantax Planning Partners sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 1,994 shares — an estimated $214K sold.

Avantax Planning Partners first reported a position in MBB in Q1 2018 and held it in 8 quarters. The position peaked at $234K in Q3 2019. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

Avantax Planning Partners reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
Avantax Planning Partners sold 1,994 iShares MBS ETF shares in Q1 2022, an estimated $214K.
Avantax Planning Partners first reported a position in iShares MBS ETF in Q1 2018 and held it in 8 quarters.
Avantax Planning Partners's iShares MBS ETF position peaked at $234K in Q3 2019.
710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Avantax Planning Partners's 13F filing for Q1 2022, filed 9 May 2022.