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D'Orazio & Associates’s iShares MBS ETF MBB Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-280
Closed -$30K – 448
2021
Q3 		$30K Hold
280
– – 0.01% 290
2021
Q2 		$30K Buy
+280
New +$30.4K 0.01% 212
2017
Q4 		– Sell
-230
Closed -$25K – 338
2017
Q3 		$25K Hold
230
– – 0.01% 148
2017
Q2 		$25K Hold
230
– – 0.01% 176
2017
Q1 		$25K Sell
230
-68
-23% -$7.23K 0.01% 167
2016
Q4 		$32K Buy
298
+72
+32% +$7.78K 0.01% 134
2016
Q3 		$24K Hold
226
– – 0.01% 153
2016
Q2 		$25K Hold
226
– – 0.01% 158
2016
Q1 		$24K Buy
+226
New +$24.6K 0.01% 162

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return