CGA
MBB icon

Crescent Grove Advisors’s iShares MBS ETF MBB Stock Holding History

Crescent Grove Advisors’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
Q1 		– Sell
-32,625
Closed -$3.03M – 290
2022
Q4 		$3.03M Buy
+32,625
New +$3.01M 0.31% 52

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Crescent Grove Advisors's MBB Position: Q1 2023 in Review

Crescent Grove Advisors sold out of iShares MBS ETF (MBB) in Q1 2023, closing a stake of 32,625 shares — an estimated $3.03M sold.

Crescent Grove Advisors first reported a position in MBB in Q4 2022 and held it in 1 quarter. The position peaked at $3.03M in Q4 2022. 742 funds tracked by Wall St. Rank hold MBB as of Q1 2023.

  • Crescent Grove Advisors reported no remaining iShares MBS ETF position as of Q1 2023 after selling out during the quarter.
  • Crescent Grove Advisors sold 32,625 iShares MBS ETF shares in Q1 2023, an estimated $3.03M.
  • Crescent Grove Advisors first reported a position in iShares MBS ETF in Q4 2022 and held it in 1 quarter.
  • Crescent Grove Advisors's iShares MBS ETF position peaked at $3.03M in Q4 2022.
  • 742 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2023.

Based on Crescent Grove Advisors's 13F filing for Q1 2023, filed 3 May 2023.