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Encompass More Asset Management’s iShares MBS ETF MBB Stock Holding History

Encompass More Asset Management’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
-5,565
Closed -$524K – 110
2023
Q4 		$524K Buy
+5,565
New +$499K 0.59% 47

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Encompass More Asset Management's MBB Position: Q1 2024 in Review

Encompass More Asset Management sold out of iShares MBS ETF (MBB) in Q1 2024, closing a stake of 5,565 shares — an estimated $524K sold.

Encompass More Asset Management first reported a position in MBB in Q4 2023 and held it in 1 quarter. The position peaked at $524K in Q4 2023. 842 funds tracked by Wall St. Rank hold MBB as of Q1 2024.

  • Encompass More Asset Management reported no remaining iShares MBS ETF position as of Q1 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 5,565 iShares MBS ETF shares in Q1 2024, an estimated $524K.
  • Encompass More Asset Management first reported a position in iShares MBS ETF in Q4 2023 and held it in 1 quarter.
  • Encompass More Asset Management's iShares MBS ETF position peaked at $524K in Q4 2023.
  • 842 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2024.

Based on Encompass More Asset Management's 13F filing for Q1 2024, filed 10 May 2024.