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	-1,500	Closed	-$1K	–	3064
2023 Q4	$1K	Buy	+1,500	New	+$135K	﹤0.01%	3362
2023 Q3	–	Sell	-8,400	Closed	-$1K	–	4107
2023 Q2	$1K	Buy	+8,400	New	+$790K	﹤0.01%	3333
2023 Q1	–	Sell	-2,300	Closed	-$1K	–	4334
2022 Q4	$1K	Buy	2,300 +1,800	+360%	+$166K	﹤0.01%	4071
2022 Q3	$1K	Buy	+500	New	+$48.5K	﹤0.01%	4597

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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.