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First Personal Financial Services’s iShares MBS ETF MBB Stock Holding History

First Personal Financial Services’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
Q3 		$17.1K Hold
179
– – ﹤0.01% 271
2024
Q2 		$16.4K Hold
179
– – ﹤0.01% 249
2024
Q1 		$16.5K Buy
+179
New +$16.6K ﹤0.01% 250
2022
Q4 		– Sell
-120
Closed -$11K – 416
2022
Q3 		$11K Buy
+120
New +$11.6K ﹤0.01% 330
2016
Q2 		– Sell
-138
Closed -$15K – 825
2016
Q1 		$15K Buy
+138
New +$15K 0.01% 246

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

First Personal Financial Services's MBB Position: Q3 2024 in Review

First Personal Financial Services held its iShares MBS ETF (MBB) position steady in Q3 2024 at 179 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

First Personal Financial Services first reported a position in MBB in Q1 2016 and has held it in 5 quarters since. 876 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

  • First Personal Financial Services held 179 shares of iShares MBS ETF worth $17.1K as of Q3 2024.
  • First Personal Financial Services left its iShares MBS ETF share count unchanged in Q3 2024.
  • iShares MBS ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #271 holding.
  • First Personal Financial Services first reported a position in iShares MBS ETF in Q1 2016 and has held it in 5 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.