EisnerAmper Wealth Management Corporate Benefits’s iShares MBS ETF MBB Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q2	–	Sell	-2,016	Closed	-$205K	–	46
2022 Q1	$205K	Hold	2,016	–	–	0.1%	48
2021 Q4	$217K	Buy	2,016 +55	+3%	+$5.92K	0.1%	45
2021 Q3	$212K	Hold	1,961	–	–	0.11%	46
2021 Q2	$212K	Sell	1,961 -333	-15%	-$36.1K	0.11%	47
2021 Q1	$249K	Sell	2,294 -5	-0.2%	-$548	0.13%	42
2020 Q4	$253K	Hold	2,299	–	–	0.14%	44
2020 Q3	$254K	Buy	+2,299	New	+$254K	0.17%	39

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's MBB Position: Q2 2022 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of iShares MBS ETF (MBB) in Q2 2022, closing a stake of 2,016 shares — an estimated $205K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in MBB in Q3 2020 and held it in 7 quarters. The position peaked at $254K in Q3 2020. 695 funds tracked by Wall St. Rank hold MBB as of Q2 2022.

EisnerAmper Wealth Management Corporate Benefits reported no remaining iShares MBS ETF position as of Q2 2022 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 2,016 iShares MBS ETF shares in Q2 2022, an estimated $205K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares MBS ETF in Q3 2020 and held it in 7 quarters.
EisnerAmper Wealth Management Corporate Benefits's iShares MBS ETF position peaked at $254K in Q3 2020.
695 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2022.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q2 2022, filed 1 Jul 2022.