Global Wealth Management Investment Advisory’s iShares MBS ETF MBB Stock Holding History

Global Wealth Management Investment Advisory’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	-16	Closed	-$2K	–	511
2021 Q4	$2K	Buy	+16	New	+$1.72K	﹤0.01%	406
2021 Q2	–	Sell	-7	Closed	-$1K	–	474
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	441
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	435
2020 Q3	$1K	Sell	7 -28	-80%	-$3.1K	﹤0.01%	424
2020 Q2	$4K	Sell	35 -240	-87%	-$26.6K	﹤0.01%	454
2020 Q1	$30K	Buy	275 +121	+79%	+$13.2K	0.02%	214
2019 Q4	$17K	Buy	154 +119	+340%	+$12.9K	0.01%	284
2019 Q3	$4K	Sell	35 -176	-83%	-$19K	﹤0.01%	424
2019 Q2	$23K	Buy	211 +171	+428%	+$18.2K	0.01%	250
2019 Q1	$4K	Buy	+40	New	+$4.21K	﹤0.01%	473

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Global Wealth Management Investment Advisory's MBB Position: Q1 2022 in Review

Global Wealth Management Investment Advisory sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 16 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in MBB in Q1 2019 and held it in 10 quarters. The position peaked at $30K in Q1 2020. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

Global Wealth Management Investment Advisory reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 16 iShares MBS ETF shares in Q1 2022, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in iShares MBS ETF in Q1 2019 and held it in 10 quarters.
Global Wealth Management Investment Advisory's iShares MBS ETF position peaked at $30K in Q1 2020.
710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2022, filed 17 May 2022.