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Cedar Wealth Management’s iShares MBS ETF MBB Stock Holding History

Cedar Wealth Management’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
2022
Q2 		– Sell
-461
Closed -$47K – 359
2022
Q1 		$47K Sell
461
-9,576
-95% -$999K 0.02% 185
2021
Q4 		$1.08M Buy
10,037
+1,025
+11% +$110K 0.44% 44
2021
Q3 		$975K Buy
9,012
+178
+2% +$19.3K 0.43% 45
2021
Q2 		$956K Buy
8,834
+4,365
+98% +$473K 0.43% 44
2021
Q1 		$485K Buy
4,469
+1,558
+54% +$171K 0.24% 72
2020
Q4 		$321K Sell
2,911
-3
-0.1% -$330 0.17% 78
2020
Q3 		$322K Sell
2,914
-80
-3% -$8.85K 0.2% 73
2020
Q2 		$331K Buy
2,994
+2,340
+358% +$259K 0.22% 62
2020
Q1 		$72K Buy
+654
New +$71.2K 0.05% 112

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
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Cedar Wealth Management's MBB Position: Q2 2022 in Review

Cedar Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2022, closing a stake of 461 shares — an estimated $47K sold.

Cedar Wealth Management first reported a position in MBB in Q1 2020 and held it in 9 quarters. The position peaked at $1.08M in Q4 2021. 695 funds tracked by Wall St. Rank hold MBB as of Q2 2022.

  • Cedar Wealth Management reported no remaining iShares MBS ETF position as of Q2 2022 after selling out during the quarter.
  • Cedar Wealth Management sold 461 iShares MBS ETF shares in Q2 2022, an estimated $47K.
  • Cedar Wealth Management first reported a position in iShares MBS ETF in Q1 2020 and held it in 9 quarters.
  • Cedar Wealth Management's iShares MBS ETF position peaked at $1.08M in Q4 2021.
  • 695 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2022.

Based on Cedar Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.