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GYL Financial Synergies’s iShares MBS ETF MBB Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$5.75M Buy
59,972
+582
+1% +$55K 0.43% 57
2024
Q2 		$5.45M Buy
59,390
+40
+0.1% +$3.64K 0.42% 61
2024
Q1 		$5.49M Sell
59,350
-286
-0.5% -$26.5K 0.43% 59
2023
Q4 		$5.61M Buy
+59,636
New +$5.35M 0.46% 56

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GYL Financial Synergies's MBB Position: Q3 2024 in Review

GYL Financial Synergies increased its iShares MBS ETF (MBB) stake by 0.98% in Q3 2024, buying an estimated $55K and bringing the position to 59,972 shares worth $5.75M. The position accounts for 0.43% of the portfolio, ranked #57.

GYL Financial Synergies first reported a position in MBB in Q4 2023 and has held it in 4 quarters since. 876 funds tracked by Wall St. Rank hold MBB as of Q3 2024.

  • GYL Financial Synergies held 59,972 shares of iShares MBS ETF worth $5.75M as of Q3 2024.
  • GYL Financial Synergies bought 582 iShares MBS ETF shares in Q3 2024, an estimated $55K.
  • iShares MBS ETF made up 0.43% of GYL Financial Synergies's portfolio in Q3 2024, its #57 holding.
  • GYL Financial Synergies first reported a position in iShares MBS ETF in Q4 2023 and has held it in 4 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.