Guidance Point Advisors’s iShares MBS ETF MBB Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-1,721	Closed	-$186K	–	267
2021 Q3	$186K	Sell	1,721 -1,662	-49%	-$180K	0.07%	92
2021 Q2	$366K	Sell	3,383 -701	-17%	-$76K	0.14%	64
2021 Q1	$442K	Sell	4,084 -7,422	-65%	-$813K	0.18%	60
2020 Q4	$1.27M	Sell	11,506 -1,981	-15%	-$218K	0.58%	32
2020 Q3	$1.49M	Buy	13,487 +66	+0.5%	+$7.3K	0.82%	28
2020 Q2	$1.49M	Buy	13,421 +5,457	+69%	+$604K	0.83%	28
2020 Q1	$879K	Buy	+7,964	New	+$867K	0.57%	32

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guidance Point Advisors's MBB Position: Q4 2021 in Review

Guidance Point Advisors sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 1,721 shares — an estimated $186K sold.

Guidance Point Advisors first reported a position in MBB in Q1 2020 and held it in 7 quarters. The position peaked at $1.49M in Q3 2020. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

Guidance Point Advisors reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 1,721 iShares MBS ETF shares in Q4 2021, an estimated $186K.
Guidance Point Advisors first reported a position in iShares MBS ETF in Q1 2020 and held it in 7 quarters.
Guidance Point Advisors's iShares MBS ETF position peaked at $1.49M in Q3 2020.
722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.