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Gerber Kawasaki Wealth & Investment Management’s iShares MBS ETF MBB Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-3
Closed -$3K – 750
2021
Q3 		$3K Buy
+3
New +$325 ﹤0.01% 837

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 $424B AUM 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MBB Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 3 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MBB in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 723 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3 iShares MBS ETF shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MBS ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares MBS ETF position peaked at $3K in Q3 2021.
  • 723 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.