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Garden State Investment Advisory Services’s iShares MBS ETF MBB Stock Holding History

Garden State Investment Advisory 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
2023
Q4 		– Sell
-2,272
Closed -$202K – 243
2023
Q3 		$202K Buy
+2,272
New +$208K 0.09% 178

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Ameriprise
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CSIA
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TIAA Trust, National Association
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Bank of New York Mellon
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Truist Financial
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Garden State Investment Advisory Services's MBB Position: Q4 2023 in Review

Garden State Investment Advisory Services sold out of iShares MBS ETF (MBB) in Q4 2023, closing a stake of 2,272 shares — an estimated $202K sold.

Garden State Investment Advisory Services first reported a position in MBB in Q3 2023 and held it in 1 quarter. The position peaked at $202K in Q3 2023. 857 funds tracked by Wall St. Rank hold MBB as of Q4 2023.

  • Garden State Investment Advisory Services reported no remaining iShares MBS ETF position as of Q4 2023 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 2,272 iShares MBS ETF shares in Q4 2023, an estimated $202K.
  • Garden State Investment Advisory Services first reported a position in iShares MBS ETF in Q3 2023 and held it in 1 quarter.
  • Garden State Investment Advisory Services's iShares MBS ETF position peaked at $202K in Q3 2023.
  • 857 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2023.

Based on Garden State Investment Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.