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Founders Capital Management (Texas)’s iShares MBS ETF MBB Stock Holding History

Founders Capital Management (Texas)’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
2023
Q4 		– Sell
-194
Closed -$17.2K – 391
2023
Q3 		$17.2K Hold
194
– – 0.01% 237
2023
Q2 		$18.1K Hold
194
– – 0.01% 247
2023
Q1 		$18K Hold
194
– – 0.01% 247
2022
Q4 		$18K Hold
194
– – 0.01% 235
2022
Q3 		$18K Hold
194
– – 0.01% 231
2022
Q2 		$19K Buy
+194
New +$19K 0.02% 235

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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Founders Capital Management (Texas)'s MBB Position: Q4 2023 in Review

Founders Capital Management (Texas) sold out of iShares MBS ETF (MBB) in Q4 2023, closing a stake of 194 shares — an estimated $17.2K sold.

Founders Capital Management (Texas) first reported a position in MBB in Q2 2022 and held it in 6 quarters. The position peaked at $19K in Q2 2022. 860 funds tracked by Wall St. Rank hold MBB as of Q4 2023.

  • Founders Capital Management (Texas) reported no remaining iShares MBS ETF position as of Q4 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 194 iShares MBS ETF shares in Q4 2023, an estimated $17.2K.
  • Founders Capital Management (Texas) first reported a position in iShares MBS ETF in Q2 2022 and held it in 6 quarters.
  • Founders Capital Management (Texas)'s iShares MBS ETF position peaked at $19K in Q2 2022.
  • 860 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2023, filed 8 Jan 2024.