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Financial Management Professionals’s iShares MBS ETF MBB Stock Holding History

Financial Management Professionals’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
Q2 		– Sell
-282
Closed -$26K – 974
2024
Q1 		$26K Buy
+282
New +$26.1K ﹤0.01% 373
2023
Q2 		– Sell
-62
Closed -$6K – 1034
2023
Q1 		$6K Hold
62
– – ﹤0.01% 653
2022
Q4 		$6K Hold
62
– – ﹤0.01% 595
2022
Q3 		$6K Sell
62
-357
-85% -$34.6K ﹤0.01% 581
2022
Q2 		$41K Buy
419
+357
+576% +$35K 0.01% 248
2022
Q1 		$6K Hold
62
– – ﹤0.01% 606
2021
Q4 		$7K Buy
+62
New +$6.67K ﹤0.01% 540

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Management Professionals's MBB Position: Q2 2024 in Review

Financial Management Professionals sold out of iShares MBS ETF (MBB) in Q2 2024, closing a stake of 282 shares — an estimated $26K sold.

Financial Management Professionals first reported a position in MBB in Q4 2021 and held it in 7 quarters. The position peaked at $41K in Q2 2022. 833 funds tracked by Wall St. Rank hold MBB as of Q2 2024.

  • Financial Management Professionals reported no remaining iShares MBS ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Management Professionals sold 282 iShares MBS ETF shares in Q2 2024, an estimated $26K.
  • Financial Management Professionals first reported a position in iShares MBS ETF in Q4 2021 and held it in 7 quarters.
  • Financial Management Professionals's iShares MBS ETF position peaked at $41K in Q2 2022.
  • 833 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2024.

Based on Financial Management Professionals's 13F filing for Q2 2024, filed 12 Jul 2024.