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Curi Wealth Management’s iShares MBS ETF MBB Stock Holding History

Curi Wealth Management’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
2024
Q1 		– Sell
-14,289
Closed -$1.34M – 84
2023
Q4 		$1.34M Buy
+14,289
New +$1.28M 0.19% 57

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Curi Wealth Management's MBB Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares MBS ETF (MBB) in Q1 2024, closing a stake of 14,289 shares — an estimated $1.34M sold.

Curi Wealth Management first reported a position in MBB in Q4 2023 and held it in 1 quarter. The position peaked at $1.34M in Q4 2023. 839 funds tracked by Wall St. Rank hold MBB as of Q1 2024.

  • Curi Wealth Management reported no remaining iShares MBS ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 14,289 iShares MBS ETF shares in Q1 2024, an estimated $1.34M.
  • Curi Wealth Management first reported a position in iShares MBS ETF in Q4 2023 and held it in 1 quarter.
  • Curi Wealth Management's iShares MBS ETF position peaked at $1.34M in Q4 2023.
  • 839 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.