Camarda Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Camarda Financial 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
2023 Q3	–	Sell	-18,639	Closed	-$1.74M	–	76
2023 Q2	$1.74M	Buy	18,639 +736	+4%	+$69.2K	0.87%	28
2023 Q1	$1.7M	Buy	+17,903	New	+$1.69M	1.27%	17
2019 Q2	–	Sell	-500	Closed	-$53K	–	548
2019 Q1	$53K	Buy	+500	New	+$52.6K	0.1%	77
2017 Q2	–	Sell	-215	Closed	-$23K	–	249
2017 Q1	$23K	Hold	215	–	–	0.02%	132
2016 Q4	$23K	Hold	215	–	–	0.02%	156
2016 Q3	$24K	Hold	215	–	–	0.01%	138
2016 Q2	$24K	Hold	215	–	–	0.02%	167
2016 Q1	$24K	Hold	215	–	–	0.01%	159
2015 Q4	$23K	Buy	+215	New	+$23.4K	0.01%	174

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

CSIA

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Camarda Financial Advisors's MBB Position: Q3 2023 in Review

Camarda Financial Advisors sold out of iShares MBS ETF (MBB) in Q3 2023, closing a stake of 18,639 shares — an estimated $1.74M sold.

Camarda Financial Advisors first reported a position in MBB in Q4 2015 and held it in 9 quarters. The position peaked at $1.74M in Q2 2023. 761 funds tracked by Wall St. Rank hold MBB as of Q3 2023.

Camarda Financial Advisors reported no remaining iShares MBS ETF position as of Q3 2023 after selling out during the quarter.
Camarda Financial Advisors sold 18,639 iShares MBS ETF shares in Q3 2023, an estimated $1.74M.
Camarda Financial Advisors first reported a position in iShares MBS ETF in Q4 2015 and held it in 9 quarters.
Camarda Financial Advisors's iShares MBS ETF position peaked at $1.74M in Q2 2023.
761 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2023.

Based on Camarda Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.