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Citizens Financial Group’s iShares MBS ETF MBB Stock Holding History

Citizens Financial Group’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
Q1 		– Sell
-1,958
Closed -$216K – 320
2020
Q4 		$216K Buy
+1,958
New +$216K 0.01% 278
2019
Q3 		– Sell
-830
Closed -$89K – 882
2019
Q2 		$89K Buy
+830
New +$88.3K 0.01% 295

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citizens Financial Group's MBB Position: Q1 2021 in Review

Citizens Financial Group sold out of iShares MBS ETF (MBB) in Q1 2021, closing a stake of 1,958 shares — an estimated $216K sold.

Citizens Financial Group first reported a position in MBB in Q2 2019 and held it in 2 quarters. The position peaked at $216K in Q4 2020. 693 funds tracked by Wall St. Rank hold MBB as of Q1 2021.

  • Citizens Financial Group reported no remaining iShares MBS ETF position as of Q1 2021 after selling out during the quarter.
  • Citizens Financial Group sold 1,958 iShares MBS ETF shares in Q1 2021, an estimated $216K.
  • Citizens Financial Group first reported a position in iShares MBS ETF in Q2 2019 and held it in 2 quarters.
  • Citizens Financial Group's iShares MBS ETF position peaked at $216K in Q4 2020.
  • 693 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2021.

Based on Citizens Financial Group's 13F filing for Q1 2021, filed 14 May 2021.