First Wilshire Securities Management’s iShares MBS ETF MBB Stock Holding History

First Wilshire Securities 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
2021 Q2	–	Sell	-4,147	Closed	-$450K	–	86
2021 Q1	$450K	Buy	+4,147	New	+$454K	0.17%	50

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Wilshire Securities Management's MBB Position: Q2 2021 in Review

First Wilshire Securities Management sold out of iShares MBS ETF (MBB) in Q2 2021, closing a stake of 4,147 shares — an estimated $450K sold.

First Wilshire Securities Management first reported a position in MBB in Q1 2021 and held it in 1 quarter. The position peaked at $450K in Q1 2021. 672 funds tracked by Wall St. Rank hold MBB as of Q2 2021.

First Wilshire Securities Management reported no remaining iShares MBS ETF position as of Q2 2021 after selling out during the quarter.
First Wilshire Securities Management sold 4,147 iShares MBS ETF shares in Q2 2021, an estimated $450K.
First Wilshire Securities Management first reported a position in iShares MBS ETF in Q1 2021 and held it in 1 quarter.
First Wilshire Securities Management's iShares MBS ETF position peaked at $450K in Q1 2021.
672 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2021.

Based on First Wilshire Securities Management's 13F filing for Q2 2021, filed 17 Aug 2021.