Clean Yield Group’s iShares MBS ETF MBB Stock Holding History

Clean Yield 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
2024 Q2	–	Sell	-46	Closed	-$4.25K	–	394
2024 Q1	$4.25K	Buy	+46	New	+$4.25K	﹤0.01%	345
2017 Q2	–	Sell	-366	Closed	-$39K	–	211
2017 Q1	$39K	Buy	+366	New	+$38.9K	0.02%	206
2016 Q4	–	Sell	-214	Closed	-$24K	–	213
2016 Q3	$24K	Buy	+214	New	+$23.5K	0.01%	242

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clean Yield Group's MBB Position: Q2 2024 in Review

Clean Yield Group sold out of iShares MBS ETF (MBB) in Q2 2024, closing a stake of 46 shares — an estimated $4.25K sold.

Clean Yield Group first reported a position in MBB in Q3 2016 and held it in 3 quarters. The position peaked at $39K in Q1 2017. 833 funds tracked by Wall St. Rank hold MBB as of Q2 2024.

Clean Yield Group reported no remaining iShares MBS ETF position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 46 iShares MBS ETF shares in Q2 2024, an estimated $4.25K.
Clean Yield Group first reported a position in iShares MBS ETF in Q3 2016 and held it in 3 quarters.
Clean Yield Group's iShares MBS ETF position peaked at $39K in Q1 2017.
833 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.