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Axiom Advisory’s iShares MBS ETF MBB Stock Holding History

Axiom Advisory’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
Q3 		$1.49M Buy
15,744
+246
+2% +$23.3K 0.01% 134
2024
Q2 		$1.41M Buy
+15,498
New +$1.41M 0.02% 135

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Axiom Advisory's MBB Position: Q3 2024 in Review

Axiom Advisory increased its iShares MBS ETF (MBB) stake by 1.6% in Q3 2024, buying an estimated $23.3K and bringing the position to 15,744 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #134.

Axiom Advisory first reported a position in MBB in Q2 2024 and has held it in 2 quarters since. 873 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

  • Axiom Advisory held 15,744 shares of iShares MBS ETF worth $1.49M as of Q3 2024.
  • Axiom Advisory bought 246 iShares MBS ETF shares in Q3 2024, an estimated $23.3K.
  • iShares MBS ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #134 holding.
  • Axiom Advisory first reported a position in iShares MBS ETF in Q2 2024 and has held it in 2 quarters since.
  • 873 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.