FourThought Financial’s iShares MBS ETF MBB Stock Holding History

FourThought Financial’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 Q3	$2K	Hold	19	–	–	﹤0.01%	1344
2022 Q2	$2K	Sell	19 -54	-74%	-$5.3K	﹤0.01%	1345
2022 Q1	$7K	Hold	73	–	–	﹤0.01%	1118
2021 Q4	$8K	Sell	73 -12	-14%	-$1.29K	﹤0.01%	1120
2021 Q3	$9K	Hold	85	–	–	﹤0.01%	1120
2021 Q2	$9K	Sell	85 -27	-24%	-$2.93K	﹤0.01%	1125
2021 Q1	$12K	Buy	112 +27	+32%	+$2.96K	﹤0.01%	1017
2020 Q4	$9K	Buy	+85	New	+$9.36K	﹤0.01%	1039

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FourThought Financial's MBB Position: Q3 2022 in Review

FourThought Financial held its iShares MBS ETF (MBB) position steady in Q3 2022 at 19 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

FourThought Financial first reported a position in MBB in Q4 2020 and has held it in 8 quarters since. The position peaked at $12K in Q1 2021. 680 funds tracked by Wall St. Rank hold MBB as of Q3 2022.

FourThought Financial held 19 shares of iShares MBS ETF worth $2K as of Q3 2022.
FourThought Financial left its iShares MBS ETF share count unchanged in Q3 2022.
iShares MBS ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1344 holding.
FourThought Financial first reported a position in iShares MBS ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares MBS ETF position peaked at $12K in Q1 2021.
680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.