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Cutler Group’s iShares MBS ETF MBB Stock Holding History

Cutler 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
2024
Q1 		– Sell
-33
Closed -$3.05K – 3063
2023
Q4 		$3K Sell
33
-1,802
-98% -$162K ﹤0.01% 2979
2023
Q3 		$162K Sell
1,835
-601
-25% -$54.9K 0.02% 857
2023
Q2 		$227K Buy
+2,436
New +$229K 0.03% 567
2023
Q1 		– Sell
-4,000
Closed -$378K – 4333
2022
Q4 		$371K Buy
+4,000
New +$369K 0.03% 539

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

Cutler Group's MBB Position: Q1 2024 in Review

Cutler Group sold out of iShares MBS ETF (MBB) in Q1 2024, closing a stake of 33 shares — an estimated $3.05K sold.

Cutler Group first reported a position in MBB in Q4 2022 and held it in 4 quarters. The position peaked at $371K in Q4 2022. 839 funds tracked by Wall St. Rank hold MBB as of Q1 2024.

  • Cutler Group reported no remaining iShares MBS ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 33 iShares MBS ETF shares in Q1 2024, an estimated $3.05K.
  • Cutler Group first reported a position in iShares MBS ETF in Q4 2022 and held it in 4 quarters.
  • Cutler Group's iShares MBS ETF position peaked at $371K in Q4 2022.
  • 839 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.