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Bickling Financial Services’s iShares MBS ETF MBB Stock Holding History

Bickling Financial Services’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
Q2 		– Sell
-4,507
Closed -$489K – 140
2021
Q1 		$489K Sell
4,507
-109
-2% -$11.9K 0.25% 71
2020
Q4 		$508K Buy
+4,616
New +$508K 0.31% 54

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bickling Financial Services's MBB Position: Q2 2021 in Review

Bickling Financial Services sold out of iShares MBS ETF (MBB) in Q2 2021, closing a stake of 4,507 shares — an estimated $489K sold.

Bickling Financial Services first reported a position in MBB in Q4 2020 and held it in 2 quarters. The position peaked at $508K in Q4 2020. 672 funds tracked by Wall St. Rank hold MBB as of Q2 2021.

  • Bickling Financial Services reported no remaining iShares MBS ETF position as of Q2 2021 after selling out during the quarter.
  • Bickling Financial Services sold 4,507 iShares MBS ETF shares in Q2 2021, an estimated $489K.
  • Bickling Financial Services first reported a position in iShares MBS ETF in Q4 2020 and held it in 2 quarters.
  • Bickling Financial Services's iShares MBS ETF position peaked at $508K in Q4 2020.
  • 672 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2021.

Based on Bickling Financial Services's 13F filing for Q2 2021, filed 16 Aug 2021.