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Crown Wealth Group’s iShares MBS ETF MBB Stock Holding History

Crown Wealth 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
2022
Q3 		– Sell
-6,299
Closed -$614K – 66
2022
Q2 		$614K Buy
6,299
+698
+12% +$68.5K 0.56% 32
2022
Q1 		$571K Sell
5,601
-3,243
-37% -$338K 0.4% 43
2021
Q4 		$950K Buy
+8,844
New +$952K 0.88% 24

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Crown Wealth Group's MBB Position: Q3 2022 in Review

Crown Wealth Group sold out of iShares MBS ETF (MBB) in Q3 2022, closing a stake of 6,299 shares — an estimated $614K sold.

Crown Wealth Group first reported a position in MBB in Q4 2021 and held it in 3 quarters. The position peaked at $950K in Q4 2021. 679 funds tracked by Wall St. Rank hold MBB as of Q3 2022.

  • Crown Wealth Group reported no remaining iShares MBS ETF position as of Q3 2022 after selling out during the quarter.
  • Crown Wealth Group sold 6,299 iShares MBS ETF shares in Q3 2022, an estimated $614K.
  • Crown Wealth Group first reported a position in iShares MBS ETF in Q4 2021 and held it in 3 quarters.
  • Crown Wealth Group's iShares MBS ETF position peaked at $950K in Q4 2021.
  • 679 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2022.

Based on Crown Wealth Group's 13F filing for Q3 2022, filed 21 Oct 2022.