CreativeOne Wealth’s VanEck Moody's Analytics BBB Corporate Bond ETF MBBB Stock Holding History

CreativeOne Wealth’s Portfolio MBBB Stock Details MBBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,005	Closed	-$212K	–	1119
2024 Q4	$212K	Sell	10,005 -550	-5%	-$11.9K	0.01%	1002
2024 Q3	$233K	Sell	10,555 -600	-5%	-$13K	0.01%	856
2024 Q2	$235K	Sell	11,155 -1,040	-9%	-$21.8K	0.01%	678
2024 Q1	$260K	Buy	+12,195	New	+$259K	0.01%	759

Other funds holding MBBB

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MMM

Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CreativeOne Wealth's MBBB Position: Q1 2025 in Review

CreativeOne Wealth sold out of VanEck Moody's Analytics BBB Corporate Bond ETF (MBBB) in Q1 2025, closing a stake of 10,005 shares — an estimated $212K sold.

CreativeOne Wealth first reported a position in MBBB in Q1 2024 and held it in 4 quarters. The position peaked at $260K in Q1 2024. 5 funds tracked by Wall St. Rank hold MBBB as of Q1 2025.

CreativeOne Wealth reported no remaining VanEck Moody's Analytics BBB Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 10,005 VanEck Moody's Analytics BBB Corporate Bond ETF shares in Q1 2025, an estimated $212K.
CreativeOne Wealth first reported a position in VanEck Moody's Analytics BBB Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
CreativeOne Wealth's VanEck Moody's Analytics BBB Corporate Bond ETF position peaked at $260K in Q1 2024.
5 funds tracked by Wall St. Rank held VanEck Moody's Analytics BBB Corporate Bond ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.