Endurance Wealth Management’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$55K Hold
587
0.01% 325
2023
Q1
$56K Hold
587
0.01% 332
2022
Q4
$54K Buy
+587
New +$54.1K 0.01% 318

Other funds holding MBB

Endurance Wealth Management's MBB Position: Q2 2023 in Review

Endurance Wealth Management held its iShares MBS ETF (MBB) position steady in Q2 2023 at 587 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #325.

Endurance Wealth Management first reported a position in MBB in Q4 2022 and has held it in 3 quarters since. The position peaked at $56K in Q1 2023. 780 funds tracked by Wall St. Rank hold MBB as of Q2 2023.

  • Endurance Wealth Management held 587 shares of iShares MBS ETF worth $55K as of Q2 2023.
  • Endurance Wealth Management left its iShares MBS ETF share count unchanged in Q2 2023.
  • iShares MBS ETF made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #325 holding.
  • Endurance Wealth Management first reported a position in iShares MBS ETF in Q4 2022 and has held it in 3 quarters since.
  • Endurance Wealth Management's iShares MBS ETF position peaked at $56K in Q1 2023.
  • 780 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.