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Cedar Brook Financial Partners’s iShares MBS ETF MBB Stock Holding History

Cedar Brook Financial Partners’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
Q1 		– Sell
-2,416
Closed -$224K – 401
2022
Q4 		$224K Sell
2,416
-1,099
-31% -$101K 0.06% 326
2022
Q3 		$322K Buy
3,515
+1,373
+64% +$133K 0.1% 228
2022
Q2 		$209K Sell
2,142
-161
-7% -$15.8K 0.07% 316
2022
Q1 		$235K Sell
2,303
-831
-27% -$86.7K 0.06% 326
2021
Q4 		$337K Buy
3,134
+1,155
+58% +$124K 0.09% 252
2021
Q3 		$214K Sell
1,979
-671
-25% -$72.8K 0.06% 318
2021
Q2 		$287K Sell
2,650
-377
-12% -$40.9K 0.08% 281
2021
Q1 		$328K Sell
3,027
-66
-2% -$7.23K 0.11% 207
2020
Q4 		$341K Buy
3,093
+466
+18% +$51.3K 0.12% 193
2020
Q3 		$290K Buy
2,627
+127
+5% +$14K 0.11% 206
2020
Q2 		$277K Sell
2,500
-698
-22% -$77.3K 0.12% 205
2020
Q1 		$353K Buy
3,198
+309
+11% +$33.6K 0.2% 152
2019
Q4 		$312K Buy
2,889
+785
+37% +$84.8K 0.13% 195
2019
Q3 		$228K Buy
2,104
+197
+10% +$21.3K 0.1% 250
2019
Q2 		$205K Buy
+1,907
New +$203K 0.09% 280

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cedar Brook Financial Partners's MBB Position: Q1 2023 in Review

Cedar Brook Financial Partners sold out of iShares MBS ETF (MBB) in Q1 2023, closing a stake of 2,416 shares — an estimated $224K sold.

Cedar Brook Financial Partners first reported a position in MBB in Q2 2019 and held it in 15 quarters. The position peaked at $353K in Q1 2020. 742 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

  • Cedar Brook Financial Partners reported no remaining iShares MBS ETF position as of Q1 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,416 iShares MBS ETF shares in Q1 2023, an estimated $224K.
  • Cedar Brook Financial Partners first reported a position in iShares MBS ETF in Q2 2019 and held it in 15 quarters.
  • Cedar Brook Financial Partners's iShares MBS ETF position peaked at $353K in Q1 2020.
  • 742 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2023, filed 4 Apr 2023.