COWA LLC’s iShares MBS ETF MBB Stock Holding History

COWA LLC’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 Q2	–	Sell	-78	Closed	-$8K	–	248
2021 Q1	$8K	Buy	+78	New	+$8.54K	﹤0.01%	329

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

COWA LLC's MBB Position: Q2 2021 in Review

COWA LLC sold out of iShares MBS ETF (MBB) in Q2 2021, closing a stake of 78 shares — an estimated $8K sold.

COWA LLC first reported a position in MBB in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 672 funds tracked by Wall St. Rank hold MBB as of Q2 2021.

COWA LLC reported no remaining iShares MBS ETF position as of Q2 2021 after selling out during the quarter.
COWA LLC sold 78 iShares MBS ETF shares in Q2 2021, an estimated $8K.
COWA LLC first reported a position in iShares MBS ETF in Q1 2021 and held it in 1 quarter.
COWA LLC's iShares MBS ETF position peaked at $8K in Q1 2021.
672 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2021.

Based on COWA LLC's 13F filing for Q2 2021, filed 2 Aug 2021.