Bedel Financial Consulting’s iShares MBS ETF MBB Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-26	Closed	-$3K	–	589
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	841
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	846
2021 Q3	$3K	Buy	+26	New	+$2.82K	﹤0.01%	849
2021 Q1	–	Sell	-1	Closed	–	–	950
2020 Q4	$0	Sell	1 -21	-95%	-$2.31K	﹤0.01%	857
2020 Q3	$2K	Buy	22 +1	+5%	+$111	﹤0.01%	723
2020 Q2	$2K	Hold	21	–	–	﹤0.01%	695
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	688
2019 Q4	$2K	Hold	21	–	–	﹤0.01%	684
2019 Q3	$2K	Hold	21	–	–	﹤0.01%	659
2019 Q2	$2K	Hold	21	–	–	﹤0.01%	651
2019 Q1	$2K	Hold	21	–	–	﹤0.01%	648
2018 Q4	$2K	Hold	21	–	–	﹤0.01%	616
2018 Q3	$2K	Hold	21	–	–	﹤0.01%	616
2018 Q2	$2K	Hold	21	–	–	﹤0.01%	623
2018 Q1	$2K	Buy	+21	New	+$2.2K	﹤0.01%	614

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bedel Financial Consulting's MBB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares MBS ETF (MBB) in Q2 2022, closing a stake of 26 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in MBB in Q1 2018 and held it in 15 quarters. The position peaked at $3K in Q1 2022. 695 funds tracked by Wall St. Rank hold MBB as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares MBS ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 26 iShares MBS ETF shares in Q2 2022, an estimated $3K.
Bedel Financial Consulting first reported a position in iShares MBS ETF in Q1 2018 and held it in 15 quarters.
Bedel Financial Consulting's iShares MBS ETF position peaked at $3K in Q1 2022.
695 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.