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Grey Fox Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Grey Fox Wealth Advisors’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
Q2 		– Sell
-18
Closed -$1.71K – 345
2023
Q1 		$1.71K Buy
+18
New +$1.7K ﹤0.01% 428

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Grey Fox Wealth Advisors's MBB Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of iShares MBS ETF (MBB) in Q2 2023, closing a stake of 18 shares — an estimated $1.71K sold.

Grey Fox Wealth Advisors first reported a position in MBB in Q1 2023 and held it in 1 quarter. The position peaked at $1.71K in Q1 2023. 780 funds tracked by Wall St. Rank hold MBB as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining iShares MBS ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 18 iShares MBS ETF shares in Q2 2023, an estimated $1.71K.
  • Grey Fox Wealth Advisors first reported a position in iShares MBS ETF in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's iShares MBS ETF position peaked at $1.71K in Q1 2023.
  • 780 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.