Berman Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Berman Capital Advisors’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 Q3	–	Sell	-457	Closed	-$49K	–	2153
2021 Q2	$49K	Buy	457 +2	+0.4%	+$217	0.01%	587
2021 Q1	$49K	Buy	455 +1	+0.2%	+$110	0.01%	488
2020 Q4	$49K	Buy	+454	New	+$50K	0.01%	416
2019 Q1	–	Sell	-74	Closed	-$7K	–	1418
2018 Q4	$7K	Buy	+74	New	+$7.61K	﹤0.01%	602

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 $424B AUM 22.94% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Berman Capital Advisors's MBB Position: Q3 2021 in Review

Berman Capital Advisors sold out of iShares MBS ETF (MBB) in Q3 2021, closing a stake of 457 shares — an estimated $49K sold.

Berman Capital Advisors first reported a position in MBB in Q4 2018 and held it in 4 quarters. The position peaked at $49K in Q2 2021. 681 funds tracked by Wall St. Rank hold MBB as of Q3 2021.

Berman Capital Advisors reported no remaining iShares MBS ETF position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 457 iShares MBS ETF shares in Q3 2021, an estimated $49K.
Berman Capital Advisors first reported a position in iShares MBS ETF in Q4 2018 and held it in 4 quarters.
Berman Capital Advisors's iShares MBS ETF position peaked at $49K in Q2 2021.
681 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.