Dixon Hughes Goodman Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 Q1	$10K	Hold	97	–	–	﹤0.01%	520
2021 Q4	$10K	Buy	+97	New	+$10.4K	﹤0.01%	454

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's MBB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares MBS ETF (MBB) position steady in Q1 2022 at 97 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Dixon Hughes Goodman Wealth Advisors first reported a position in MBB in Q4 2021 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 97 shares of iShares MBS ETF worth $10K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors left its iShares MBS ETF share count unchanged in Q1 2022.
iShares MBS ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #520 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in iShares MBS ETF in Q4 2021 and has held it in 2 quarters since.
710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.