Cornerstone Retirement Group’s iShares MBS ETF MBB Stock Holding History

Cornerstone Retirement 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
2023 Q3	$640K	Buy	+7,204	New	+$658K	0.18%	12

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 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 Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Cornerstone Retirement Group's MBB Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in iShares MBS ETF (MBB) in Q3 2023: 7,204 shares worth $640K. The stake represents 0.18% of the portfolio and ranks #12 among its holdings.

760 funds tracked by Wall St. Rank hold MBB as of Q3 2023.

Cornerstone Retirement Group held 7,204 shares of iShares MBS ETF worth $640K as of Q3 2023.
iShares MBS ETF was a new Cornerstone Retirement Group position in Q3 2023.
iShares MBS ETF made up 0.18% of Cornerstone Retirement Group's portfolio in Q3 2023, its #12 holding.
760 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.