Cynosure Group’s iShares MBS ETF MBB Stock Holding History

Cynosure 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 Q2	–	Sell	-3,817	Closed	-$353K	–	339
2024 Q1	$353K	Sell	3,817 -11,365	-75%	-$1.05M	0.06%	165
2023 Q4	$1.43M	Buy	+15,182	New	+$1.36M	0.26%	78

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Cynosure Group's MBB Position: Q2 2024 in Review

Cynosure Group sold out of iShares MBS ETF (MBB) in Q2 2024, closing a stake of 3,817 shares — an estimated $353K sold.

Cynosure Group first reported a position in MBB in Q4 2023 and held it in 2 quarters. The position peaked at $1.43M in Q4 2023. 833 funds tracked by Wall St. Rank hold MBB as of Q2 2024.

Cynosure Group reported no remaining iShares MBS ETF position as of Q2 2024 after selling out during the quarter.
Cynosure Group sold 3,817 iShares MBS ETF shares in Q2 2024, an estimated $353K.
Cynosure Group first reported a position in iShares MBS ETF in Q4 2023 and held it in 2 quarters.
Cynosure Group's iShares MBS ETF position peaked at $1.43M in Q4 2023.
833 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2024.

Based on Cynosure Group's 13F filing for Q2 2024, filed 13 Aug 2024.