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Cambridge Trust’s iShares MBS ETF MBB Stock Holding History

Cambridge Trust’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
Q1 		$13.4K Hold
145
– – ﹤0.01% 558
2023
Q4 		$13.6K Hold
145
– – ﹤0.01% 549
2023
Q3 		$12.9K Hold
145
– – ﹤0.01% 555
2023
Q2 		$13.5K Hold
145
– – ﹤0.01% 566
2023
Q1 		$13.7K Hold
145
– – ﹤0.01% 596
2022
Q4 		$13K Sell
145
-3,358
-96% -$310K ﹤0.01% 607
2022
Q3 		$321K Buy
3,503
+960
+38% +$93.1K 0.02% 234
2022
Q2 		$248K Sell
2,543
-987
-28% -$96.8K 0.01% 261
2022
Q1 		$360K Buy
+3,530
New +$368K 0.01% 246

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Trust's MBB Position: Q1 2024 in Review

Cambridge Trust held its iShares MBS ETF (MBB) position steady in Q1 2024 at 145 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Cambridge Trust first reported a position in MBB in Q1 2022 and has held it in 9 quarters since. The position peaked at $360K in Q1 2022. 842 funds tracked by Wall St. Rank hold MBB as of Q1 2024.

  • Cambridge Trust held 145 shares of iShares MBS ETF worth $13.4K as of Q1 2024.
  • Cambridge Trust left its iShares MBS ETF share count unchanged in Q1 2024.
  • iShares MBS ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #558 holding.
  • Cambridge Trust first reported a position in iShares MBS ETF in Q1 2022 and has held it in 9 quarters since.
  • Cambridge Trust's iShares MBS ETF position peaked at $360K in Q1 2022.
  • 842 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.