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Ford Financial Group’s iShares MBS ETF MBB Stock Holding History

Ford Financial Group’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
2022
Q1 		– Sell
-400
Closed -$42 – 330
2021
Q4 		$42 Buy
+400
New +$43.1K 0.01% 229
2021
Q3 		– Sell
-400
Closed -$43K – 349
2021
Q2 		$43K Buy
+400
New +$43.4K 0.02% 226

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ford Financial Group's MBB Position: Q1 2022 in Review

Ford Financial Group sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 400 shares — an estimated $42 sold.

Ford Financial Group first reported a position in MBB in Q2 2021 and held it in 2 quarters. The position peaked at $43K in Q2 2021. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

  • Ford Financial Group reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 400 iShares MBS ETF shares in Q1 2022, an estimated $42.
  • Ford Financial Group first reported a position in iShares MBS ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's iShares MBS ETF position peaked at $43K in Q2 2021.
  • 710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.